IFO

Independent Family Office Portfolio holdings

AUM $216M
1-Year Est. Return 20.16%
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$502K
3 +$400K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$376K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$352K

Top Sells

1 +$3.29M
2 +$2.35M
3 +$1.01M
4
IAU icon
iShares Gold Trust
IAU
+$942K
5
GLD icon
SPDR Gold Trust
GLD
+$823K

Sector Composition

1 Technology 21.25%
2 Financials 4.36%
3 Materials 3.32%
4 Healthcare 1.54%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-220