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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
1 Year Est. Return
+21.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.09M
3
+$965K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$938K
5
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$601K

Top Sells

1
+$1.23M
2
+$905K
3
+$722K
4
IAU icon
iShares Gold Trust
IAU
+$574K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$501K

Sector Composition

1 Technology 18.55%
2 Financials 3.85%
3 Materials 2.4%
4 Communication Services 1.3%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.8M 13.03%
46,220
-1,412
2
$28.5M 12.07%
392,114
-8,793
3
$24.8M 10.47%
121,934
-3,540
4
$17.7M 7.49%
86,911
-365
5
$14.5M 6.13%
23,655
+5,138
6
$10.6M 4.48%
29,808
-1,310
7
$9.86M 4.17%
270,000
-1,850
8
$7.99M 3.38%
33,011
-5,377
9
$7.17M 3.03%
160,445
+25,559
10
$6.31M 2.67%
105,380
+16,554
11
$6.12M 2.59%
34,597
+312
12
$5.61M 2.37%
11,161
+1,937
13
$5.34M 2.26%
24,747
-750
14
$3.6M 1.52%
69,183
+11,560
15
$2.5M 1.06%
21,057
+3,208
16
$2.47M 1.04%
4,767
17
$2.43M 1.03%
8,685
18
$2.05M 0.87%
26,795
19
$2.02M 0.86%
31,100
+4,770
20
$1.99M 0.84%
17,936
21
$1.96M 0.83%
5,657
22
$1.92M 0.81%
7,523
-334
23
$1.67M 0.71%
29,342
24
$1.52M 0.64%
51,316
25
$1.51M 0.64%
2
1
2 3 4