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
$105M
AUM Growth
-$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$1.2M
3 +$1.07M
4
WELL icon
Welltower
WELL
+$951K
5
CXW icon
CoreCivic
CXW
+$903K

Top Sells

1 +$1.03M
2 +$975K
3 +$823K
4
AMT icon
American Tower
AMT
+$490K
5
CPT icon
Camden Property Trust
CPT
+$483K

Sector Composition

1 Real Estate 81.82%
2 Financials 3.5%
3 Industrials 3.47%
4 Energy 1.12%
5 Technology 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$4K ﹤0.01%
282
102
$3K ﹤0.01%
112
103
$1K ﹤0.01%
32
104
-5,200
105
-1,226
106
-4,000
107
-41,691