IOOF

Independent Order of Foresters Portfolio holdings

AUM $156M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$213K
2 +$116K
3 +$84K
4
M icon
Macy's
M
+$35.5K
5
MSM icon
MSC Industrial Direct
MSM
+$33.4K

Top Sells

1 +$136K
2 +$55K
3 +$51.2K
4
NOV icon
NOV
NOV
+$51.1K
5
AXP icon
American Express
AXP
+$38.3K

Sector Composition

1 Financials 1.34%
2 Healthcare 0.56%
3 Communication Services 0.47%
4 Industrials 0.41%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,012