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
$216M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.14M
2 +$1.37M
3 +$1.22M
4
MSTR icon
Strategy Inc
MSTR
+$1.13M
5
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$1.04M

Top Sells

1 +$1.02M
2 +$517K
3 +$429K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$197K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$188K

Sector Composition

1 Technology 19.42%
2 Financials 3.64%
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
$208K 0.1%
778
77
$205K 0.09%
+933