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

Top Buys

1 +$3.05M
2 +$1.6M
3 +$1.1M
4
DCRE icon
DoubleLine Commercial Real Estate ETF
DCRE
+$1.09M
5
IAU icon
iShares Gold Trust
IAU
+$836K

Top Sells

1 +$1.58M
2 +$697K
3 +$617K
4
TMO icon
Thermo Fisher Scientific
TMO
+$554K
5
WMT icon
Walmart
WMT
+$315K

Sector Composition

1 Technology 20.3%
2 Financials 3.43%
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