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
251
$32.9K 0.01%
483
252
$32.8K 0.01%
457
253
$32.1K 0.01%
159
-1
254
$32K 0.01%
466
255
$31.9K 0.01%
373
-63
256
$31.6K 0.01%
375
+25
257
$31.6K 0.01%
448
+17
258
$31.6K 0.01%
3,000
259
$31.3K 0.01%
234
-5
260
$31K 0.01%
501
+1
261
$30.4K 0.01%
2,954
-4,303
262
$30.4K 0.01%
603
-45
263
$30.3K 0.01%
42
-5
264
$30.1K 0.01%
181
265
$29.8K ﹤0.01%
174
266
$29.7K ﹤0.01%
317
267
$29.5K ﹤0.01%
263
-27
268
$29.4K ﹤0.01%
236
-14
269
$28.5K ﹤0.01%
543
+1
270
$28.1K ﹤0.01%
600
271
$28K ﹤0.01%
163
+18
272
$27.9K ﹤0.01%
376
273
$27.4K ﹤0.01%
71
+5
274
$26.5K ﹤0.01%
164
275
$26.3K ﹤0.01%
736
-38
9 10
11
12 13