IFO
Independent Family Office Portfolio holdings
AUM
$236M
1-Year Est. Return
22.11%
This Fund
S&P 500
1 Year Est. Return
+22.11%
AUM
$236M
AUM Growth
+$20.6M
(+9.6%)
Holding
80
Top Buys
| 1 | +$3.15M | |
| 2 | +$1.14M | |
| 3 | +$992K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$974K |
| 5 |
DoubleLine Commercial Real Estate ETF
DCRE
|
+$602K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$941K | |
| 3 | +$719K | |
| 4 |
iShares Gold Trust
IAU
|
+$640K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$509K |
Sector Composition
| 1 | Technology | 18.55% |
| 2 | Financials | 3.85% |
| 3 | Materials | 2.4% |
| 4 | Communication Services | 1.3% |
| 5 | Healthcare | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
UnitedHealth
UNH
$260B
| $207K | 0.09% |
600
-90
|
|
||
77
Amazon
AMZN
$2.56T
| $205K | 0.09% |
933
|
|
||
78
iShares Russell Mid-Cap ETF
IWR
$47.4B
| $203K | 0.09% |
+2,100
|
|
||
79
PNC Financial Services
PNC
$90.3B
| $201K | 0.09% |
+1,000
|
|
||
80
Progressive
PGR
$122B
| – | – |
-778
|
|