IFAM

Institutional & Family Asset Management Portfolio holdings

AUM $653M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$8.49M
3
+$6.64M
4
JNPR
Juniper Networks
JNPR
+$4.42M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.3M

Top Sells

1
+$17M
2
+$11M
3
+$5.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M

Sector Composition

1 Technology 8.89%
2 Energy 7.21%
3 Industrials 7.07%
4 Financials 7.03%
5 Healthcare 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.5K 0.01%
700
-23
227
$45.2K 0.01%
786
+156
228
$45K 0.01%
1,115
229
$44.2K 0.01%
221
-70
230
$42.2K 0.01%
638
-338
231
$41.9K 0.01%
694
-16
232
$41.5K 0.01%
61
-4
233
$41.4K 0.01%
251
234
$40.9K 0.01%
317
235
$40.6K 0.01%
263
-32
236
$40.5K 0.01%
+268
237
$38.9K 0.01%
1,202
+17
238
$38.7K 0.01%
+369
239
$38.6K 0.01%
112
-12
240
$38.3K 0.01%
991
+18
241
$38K 0.01%
119
-3
242
$36.5K 0.01%
128
+8
243
$36.2K 0.01%
699
+5
244
$35.3K 0.01%
722
+37
245
$34.9K 0.01%
691
+4
246
$34.2K 0.01%
152
-12
247
$33.9K 0.01%
12,778
248
$33.8K 0.01%
304
-2
249
$33.8K 0.01%
345
250
$33.8K 0.01%
203
+41
8 9
10
11 12