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
276
$26.3K ﹤0.01%
+699
277
$25.7K ﹤0.01%
725
+7
278
$25.2K ﹤0.01%
2,619
279
$25.1K ﹤0.01%
457
280
$24.5K ﹤0.01%
2,250
281
$24.5K ﹤0.01%
99
282
$24.3K ﹤0.01%
180
283
$24.2K ﹤0.01%
300
+164
284
$24.1K ﹤0.01%
1,340
+817
285
$24.1K ﹤0.01%
841
+42
286
$24K ﹤0.01%
116
-3
287
$23.9K ﹤0.01%
117
-17
288
$23.8K ﹤0.01%
4,449
289
$23.7K ﹤0.01%
388
+236
290
$23.5K ﹤0.01%
57
291
$23.4K ﹤0.01%
244
-24
292
$22.9K ﹤0.01%
+900
293
$22.5K ﹤0.01%
1,170
-1,208
294
$22.5K ﹤0.01%
238
+145
295
$22.4K ﹤0.01%
131
-10
296
$22.1K ﹤0.01%
918
-37
297
$21.7K ﹤0.01%
372
-20
298
$21.6K ﹤0.01%
5,961
299
$21.5K ﹤0.01%
733
+7
300
$21.5K ﹤0.01%
166
10 11
12
13 14