IFO
Independent Family Office Portfolio holdings
AUM
$240M
1-Year Est. Return
23.37%
This Fund
S&P 500
1 Year Est. Return
+23.37%
AUM
$240M
AUM Growth
+$3.16M
(+1.3%)
Holding
81
Top Buys
| 1 | +$687K | |
| 2 | +$263K | |
| 3 | +$259K | |
| 4 |
Progressive
PGR
|
+$250K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$121K |
Top Sells
| 1 | +$721K | |
| 2 | +$545K | |
| 3 | +$409K | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$408K |
| 5 |
IBM
IBM
|
+$260K |
Sector Composition
| 1 | Technology | 15.82% |
| 2 | Financials | 3.97% |
| 3 | Materials | 2.43% |
| 4 | Communication Services | 1.52% |
| 5 | Healthcare | 1.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
TRI-Continental Corp
TY
$1.66B
| $228K | 0.1% |
6,987
|
|
||
77
Ameriprise Financial
AMP
$39.4B
| $210K | 0.09% |
428
|
|
||
78
PNC Financial Services
PNC
$81.1B
| $209K | 0.09% |
1,000
|
|
||
79
iShares Russell Mid-Cap ETF
IWR
$47.2B
| $202K | 0.08% |
2,100
|
|
||
|
80
IBM
IBM
$236B
| – | – |
-921
|
|
||
81
UnitedHealth
UNH
$258B
| – | – |
-600
|
|