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
$199M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.5M
3
+$1.08M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.05M
5
IAU icon
iShares Gold Trust
IAU
+$788K

Top Sells

1
+$1.55M
2
+$678K
3
+$530K
4
SMG icon
ScottsMiracle-Gro
SMG
+$500K
5
MPC icon
Marathon Petroleum
MPC
+$297K

Sector Composition

1 Technology 20.3%
2 Financials 3.54%
3 Materials 2.94%
4 Communication Services 1.32%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,217
1 2 3
4