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
$99.9M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$1.11M
3 +$753K
4
AIV
Aimco
AIV
+$751K
5
PLD icon
Prologis
PLD
+$694K

Top Sells

1 +$11.9M
2 +$898K
3 +$655K
4
AVB icon
AvalonBay Communities
AVB
+$536K
5
WRI
Weingarten Realty Investors
WRI
+$441K

Sector Composition

1 Real Estate 74.31%
2 Industrials 3.61%
3 Financials 2.91%
4 Energy 1.87%
5 Technology 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$3K ﹤0.01%
112
127
$3K ﹤0.01%
60
-1,000
128
$3K ﹤0.01%
408
129
-1,803
130
-3,500
131
-1,340
132
-17,550
133
-5,428
134
-4,350
135
-2,275
136
-15,275