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
$108M
AUM Growth
+$7.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.86M
3 +$1.44M
4
OHI icon
Omega Healthcare
OHI
+$704K
5
RSE
ROUSE PPTYS INC COM (DE)
RSE
+$480K

Top Sells

1 +$1.54M
2 +$1.45M
3 +$547K
4
NNN icon
NNN REIT
NNN
+$354K
5
UDR icon
UDR
UDR
+$310K

Sector Composition

1 Real Estate 62.35%
2 Industrials 3.45%
3 Financials 2.26%
4 Energy 1.33%
5 Technology 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,649