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
$466M
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1 +$8.54M
2 +$8.26M
3 +$6.56M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.4M

Top Sells

1 +$26.3M
2 +$4.75M
3 +$3.57M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.75M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.09M

Sector Composition

1 Industrials 8.85%
2 Financials 7.8%
3 Technology 7.64%
4 Energy 7.02%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$15K ﹤0.01%
+387
452
$15K ﹤0.01%
+132
453
$14K ﹤0.01%
+700
454
$14K ﹤0.01%
+1,000
455
$14K ﹤0.01%
+291
456
$14K ﹤0.01%
+281
457
$14K ﹤0.01%
+177
458
$14K ﹤0.01%
+349
459
$14K ﹤0.01%
+436
460
$13K ﹤0.01%
+562
461
$13K ﹤0.01%
+256
462
$13K ﹤0.01%
+125
463
$13K ﹤0.01%
+539
464
$13K ﹤0.01%
+248
465
$13K ﹤0.01%
+260
466
$13K ﹤0.01%
+315
467
$13K ﹤0.01%
+989
468
$13K ﹤0.01%
+335
469
$13K ﹤0.01%
+1,079
470
$12K ﹤0.01%
+248
471
$12K ﹤0.01%
+373
472
$12K ﹤0.01%
+240
473
$12K ﹤0.01%
+325
474
$12K ﹤0.01%
+135
475
$12K ﹤0.01%
+368