IFO
Independent Family Office Portfolio holdings
AUM $216M
1-Year Return
20.16%
This Quarter Return
-3.69%
1 Year Return
+20.16%
3 Year Return
+66.09%
5 Year Return
+111.16%
10 Year Return
–
AUM
$160M
AUM Growth
-$4.99M
(-3%)
Cap. Flow
+$1.63M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
65.08%
Holding
73
New
5
Increased
16
Reduced
6
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$616K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$407K |
| 3 |
iShares Gold Trust
IAU
|
+$328K |
| 4 |
UnitedHealth
UNH
|
+$321K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$298K |
Top Sells
| 1 |
iShares Russell 2000 Value ETF
IWN
|
+$883K |
| 2 |
Oracle
ORCL
|
+$224K |
| 3 |
Agnico Eagle Mines
AEM
|
+$214K |
| 4 |
Boeing
BA
|
+$211K |
| 5 |
Bank of America
BAC
|
+$207K |
Sector Composition
| 1 | Technology | 20.46% |
| 2 | Financials | 3.51% |
| 3 | Materials | 2.98% |
| 4 | Healthcare | 1.6% |
| 5 | Communication Services | 1.05% |
