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
$606M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$6.4M
3
+$3.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.51M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.2M

Top Sells

1
+$20.9M
2
+$15.6M
3
+$9.98M
4
IYR icon
iShares US Real Estate ETF
IYR
+$5.88M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.56M

Sector Composition

1 Technology 8.58%
2 Energy 7.53%
3 Financials 7.09%
4 Healthcare 6.82%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31.3K 0.01%
209
-8
277
$31.1K 0.01%
3,000
278
$31.1K 0.01%
321
+2
279
$30.7K 0.01%
+204
280
$30.6K 0.01%
452
-4
281
$29.4K ﹤0.01%
47
282
$29K ﹤0.01%
+352
283
$28.6K ﹤0.01%
332
-7
284
$28.5K ﹤0.01%
120
-8
285
$28.1K ﹤0.01%
197
+28
286
$27.9K ﹤0.01%
180
287
$27.5K ﹤0.01%
118
-59
288
$27K ﹤0.01%
753
+11
289
$26.7K ﹤0.01%
600
290
$26.7K ﹤0.01%
613
-81
291
$26.6K ﹤0.01%
55
292
$26.1K ﹤0.01%
164
293
$26.1K ﹤0.01%
157
294
$26K ﹤0.01%
120
+3
295
$25.8K ﹤0.01%
287
+30
296
$25.6K ﹤0.01%
275
-5
297
$25.4K ﹤0.01%
104
+5
298
$25.1K ﹤0.01%
457
299
$24.4K ﹤0.01%
82
+9
300
$23.8K ﹤0.01%
450
10 11
12
13 14