IFO

Independent Family Office Portfolio holdings

AUM $240M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
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 +$469K
3 +$385K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$357K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$339K

Top Sells

1 +$3.13M
2 +$2.34M
3 +$879K
4
TOST icon
Toast
TOST
+$843K
5
GLD icon
SPDR Gold Trust
GLD
+$768K

Sector Composition

1 Technology 21.25%
2 Financials 4.48%
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