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
351
$13.9K ﹤0.01%
34
+32
352
$13.6K ﹤0.01%
65
353
$13.6K ﹤0.01%
215
354
$13.3K ﹤0.01%
31
355
$13K ﹤0.01%
675
+44
356
$12.9K ﹤0.01%
100
357
$12.9K ﹤0.01%
564
+22
358
$12.7K ﹤0.01%
1,382
+192
359
$12.7K ﹤0.01%
469
-15
360
$12.6K ﹤0.01%
741
+5
361
$12.3K ﹤0.01%
650
+40
362
$12.3K ﹤0.01%
436
363
$12.2K ﹤0.01%
200
364
$12.2K ﹤0.01%
154
365
$12.1K ﹤0.01%
192
+3
366
$12.1K ﹤0.01%
232
+1
367
$11.9K ﹤0.01%
305
+18
368
$11.7K ﹤0.01%
400
369
$11.7K ﹤0.01%
85
+3
370
$11.6K ﹤0.01%
73
371
$11.6K ﹤0.01%
202
+86
372
$11.5K ﹤0.01%
99
373
$11.4K ﹤0.01%
920
-15
374
$11.2K ﹤0.01%
96
375
$11.1K ﹤0.01%
976
-329
13 14
15
16 17