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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
$430M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.44M
3
+$976K
4
EV
Eaton Vance Corp.
EV
+$760K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$542K

Top Sells

1
+$5.13M
2
+$2.18M
3
+$1.78M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.48M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Technology 7.83%
2 Financials 7.63%
3 Healthcare 7.27%
4 Industrials 7.07%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12K ﹤0.01%
497
-339
452
$12K ﹤0.01%
443
453
$12K ﹤0.01%
+259
454
$12K ﹤0.01%
1,026
455
$11K ﹤0.01%
462
-2
456
$11K ﹤0.01%
740
457
$11K ﹤0.01%
182
458
$11K ﹤0.01%
388
-2,032
459
$11K ﹤0.01%
430
460
$11K ﹤0.01%
198
461
$11K ﹤0.01%
248
462
$11K ﹤0.01%
400
-200
463
$11K ﹤0.01%
240
464
$11K ﹤0.01%
108
465
$11K ﹤0.01%
115
466
$11K ﹤0.01%
+257
467
$10K ﹤0.01%
820
468
$10K ﹤0.01%
+53
469
$10K ﹤0.01%
1,000
+500
470
$10K ﹤0.01%
1,291
+20
471
$10K ﹤0.01%
307
-395
472
$10K ﹤0.01%
194
473
$10K ﹤0.01%
820
-197
474
$10K ﹤0.01%
164
475
$10K ﹤0.01%
512
+3
17 18
19
20 21