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
376
$10.2K ﹤0.01%
323
377
$10.1K ﹤0.01%
76
-2
378
$10K ﹤0.01%
+500
379
$9.97K ﹤0.01%
581
+43
380
$9.9K ﹤0.01%
200
381
$9.87K ﹤0.01%
78
382
$9.86K ﹤0.01%
735
383
$9.86K ﹤0.01%
31
-45
384
$9.86K ﹤0.01%
+31
385
$9.8K ﹤0.01%
120
-5
386
$9.38K ﹤0.01%
64
-10
387
$9.24K ﹤0.01%
76
-164
388
$9.23K ﹤0.01%
7
389
$9.18K ﹤0.01%
400
390
$9.13K ﹤0.01%
500
391
$8.98K ﹤0.01%
246
392
$8.97K ﹤0.01%
185
393
$8.8K ﹤0.01%
142
394
$8.72K ﹤0.01%
245
+2
395
$8.63K ﹤0.01%
323
396
$8.61K ﹤0.01%
52
397
$8.45K ﹤0.01%
912
-47
398
$8.44K ﹤0.01%
68
399
$8.43K ﹤0.01%
47
400
$8.41K ﹤0.01%
80
14 15
16
17 18