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
451
$5.94K ﹤0.01%
107
452
$5.88K ﹤0.01%
43
453
$5.82K ﹤0.01%
166
454
$5.8K ﹤0.01%
172
455
$5.77K ﹤0.01%
91
456
$5.74K ﹤0.01%
7,085
457
$5.72K ﹤0.01%
25
458
$5.46K ﹤0.01%
43
459
$5.42K ﹤0.01%
65
460
$5.39K ﹤0.01%
74
-4
461
$5.37K ﹤0.01%
49
462
$5.31K ﹤0.01%
100
463
$5.31K ﹤0.01%
120
464
$5.31K ﹤0.01%
69
465
$5.28K ﹤0.01%
193
466
$5.25K ﹤0.01%
69
467
$5.24K ﹤0.01%
86
468
$5.22K ﹤0.01%
117
469
$5.22K ﹤0.01%
25
470
$5.17K ﹤0.01%
192
471
$5.13K ﹤0.01%
150
472
$5.11K ﹤0.01%
22
473
$5.11K ﹤0.01%
29
474
$5.03K ﹤0.01%
32
475
$5.03K ﹤0.01%
155
+43