IFO
Independent Family Office Portfolio holdings
AUM
$236M
1-Year Est. Return
22.11%
1 Year Est. Return
+22.11%
AUM
$216M
AUM Growth
+$25.6M
(+13%)
Holding
77
Top Buys
| 1 | +$2.37M | |
| 2 | +$1.38M | |
| 3 | +$1.26M | |
| 4 |
Strategy Inc
MSTR
|
+$1.25M |
| 5 |
DoubleLine Commercial Real Estate ETF
DCRE
|
+$1.05M |
Top Sells
| 1 | +$1.03M | |
| 2 | +$582K | |
| 3 | +$433K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$221K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$218K |
Sector Composition
| 1 | Technology | 19.42% |
| 2 | Financials | 3.54% |
| 3 | Materials | 2.48% |
| 4 | Communication Services | 1.16% |
| 5 | Healthcare | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Progressive
PGR
$132B
| $208K | 0.1% |
778
|
|
||
77
Amazon
AMZN
$2.51T
| $205K | 0.09% |
+933
|
|