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
351
$12.5K ﹤0.01%
159
352
$12.4K ﹤0.01%
65
353
$12.4K ﹤0.01%
84
-73
354
$12.2K ﹤0.01%
202
+73
355
$12.1K ﹤0.01%
505
-20
356
$11.9K ﹤0.01%
655
+55
357
$11.8K ﹤0.01%
226
+50
358
$11.7K ﹤0.01%
+100
359
$11.6K ﹤0.01%
55
360
$11.6K ﹤0.01%
725
+5
361
$11.5K ﹤0.01%
319
+98
362
$11.5K ﹤0.01%
90
363
$11.4K ﹤0.01%
155
+75
364
$11.3K ﹤0.01%
482
-37
365
$11.3K ﹤0.01%
229
366
$11.2K ﹤0.01%
+285
367
$11.1K ﹤0.01%
214
-5
368
$11.1K ﹤0.01%
432
369
$11.1K ﹤0.01%
918
-28
370
$10.9K ﹤0.01%
400
371
$10.5K ﹤0.01%
88
-7
372
$10.4K ﹤0.01%
411
373
$10.4K ﹤0.01%
1,585
374
$10.3K ﹤0.01%
99
375
$10.2K ﹤0.01%
96
13 14
15
16 17