IFAM

Institutional & Family Asset Management Portfolio holdings

AUM $653M
1-Year Est. Return 12.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$641K
3
+$601K
4
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$586K
5
PAA icon
Plains All American Pipeline
PAA
+$574K

Top Sells

1
+$2.18M
2
+$697K
3
+$410K
4
AXP icon
American Express
AXP
+$387K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$379K

Sector Composition

1 Technology 8.27%
2 Financials 7.47%
3 Industrials 7.4%
4 Energy 7.09%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21K ﹤0.01%
578
-869
427
$21K ﹤0.01%
184
428
$21K ﹤0.01%
159
+15
429
$21K ﹤0.01%
786
+289
430
$20K ﹤0.01%
601
+2
431
$20K ﹤0.01%
877
432
$19K ﹤0.01%
285
433
$19K ﹤0.01%
126
+1
434
$19K ﹤0.01%
298
435
$19K ﹤0.01%
1,157
-357
436
$18K ﹤0.01%
662
437
$18K ﹤0.01%
1,000
438
$18K ﹤0.01%
479
+200
439
$18K ﹤0.01%
1,131
440
$18K ﹤0.01%
557
441
$18K ﹤0.01%
275
+4
442
$18K ﹤0.01%
23
+2
443
$17K ﹤0.01%
521
+59
444
$17K ﹤0.01%
88
-218
445
$17K ﹤0.01%
293
446
$16K ﹤0.01%
400
447
$16K ﹤0.01%
1,500
448
$15K ﹤0.01%
3,479
+54
449
$15K ﹤0.01%
122
-512
450
$15K ﹤0.01%
194
16 17
18
19 20