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IFO
Independent Family Office Portfolio holdings
AUM
$243M
1-Year Est. Return
21.81%
This Fund
S&P 500
This Quarter
Est. Return
+6.47%
1 Year Est. Return
+21.81%
3 Year Est. Return
+66.8%
5 Year Est. Return
+75.33%
10 Year Est. Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
96.64%
Top 10 Holdings %
Top 10 Hldgs %
80.37%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$69.4M |
| 2 |
iShares Gold Trust
IAU
|
+$9.31M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$8.57M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$7.27M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$6.34M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 1.71% |
| 2 | Technology | 0.86% |
| 3 | Materials | 0.85% |
| 4 | Industrials | 0.43% |
| 5 | Healthcare | 0.38% |
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Independent Family Office's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Independent Family Office, which disclosed 53 positions worth $159M. Its ten largest holdings account for 80% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 225,400 shares worth $72.5M.
By sector, the portfolio is most concentrated in Financials at 1.7% of assets, followed by Technology and Materials.
- Independent Family Office's largest Q4 2019 buy was State Street SPDR S&P 500 ETF Trust: 225,400 shares worth $72.5M.
- Independent Family Office's ten largest holdings make up 80% of its $159M portfolio in Q4 2019.
- Independent Family Office disclosed 53 positions in Q4 2019, its first 13F filing on record.
Based on Independent Family Office's 13F filing for Q4 2019, filed 13 Feb 2020.