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
$609M
AUM Growth
-$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1 +$8.55M
2 +$5.88M
3 +$4.54M
4
VZ icon
Verizon
VZ
+$3.46M
5
PAA icon
Plains All American Pipeline
PAA
+$1.6M

Top Sells

1 +$2.94M
2 +$2.06M
3 +$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.27M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$794K

Sector Composition

1 Technology 8.75%
2 Energy 7.84%
3 Healthcare 6.68%
4 Financials 6.64%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6.59K ﹤0.01%
20
427
$6.53K ﹤0.01%
60
428
$6.45K ﹤0.01%
31
429
$6.39K ﹤0.01%
172
430
$6.37K ﹤0.01%
157
431
$6.36K ﹤0.01%
+108
432
$6.32K ﹤0.01%
27
433
$6.27K ﹤0.01%
79
434
$6.27K ﹤0.01%
129
435
$6.26K ﹤0.01%
109
436
$6.21K ﹤0.01%
442
437
$6.11K ﹤0.01%
130
438
$6.05K ﹤0.01%
+164
439
$5.97K ﹤0.01%
193
440
$5.92K ﹤0.01%
400
441
$5.9K ﹤0.01%
42
442
$5.87K ﹤0.01%
117
443
$5.77K ﹤0.01%
116
444
$5.77K ﹤0.01%
79
+78
445
$5.69K ﹤0.01%
256
446
$5.52K ﹤0.01%
64
-5
447
$5.5K ﹤0.01%
150
448
$5.4K ﹤0.01%
511
449
$5.38K ﹤0.01%
200
450
$5.36K ﹤0.01%
65