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
451
$5.33K ﹤0.01%
330
452
$5.28K ﹤0.01%
106
+37
453
$5.28K ﹤0.01%
43
454
$5.28K ﹤0.01%
436
455
$5.24K ﹤0.01%
88
+1
456
$5.22K ﹤0.01%
25
457
$5.16K ﹤0.01%
76
458
$5.11K ﹤0.01%
48
459
$5.08K ﹤0.01%
120
460
$5.03K ﹤0.01%
166
461
$5K ﹤0.01%
100
462
$4.92K ﹤0.01%
98
-27
463
$4.9K ﹤0.01%
25
464
$4.88K ﹤0.01%
24
465
$4.87K ﹤0.01%
216
466
$4.85K ﹤0.01%
51
467
$4.84K ﹤0.01%
64
468
$4.84K ﹤0.01%
337
469
$4.8K ﹤0.01%
127
470
$4.74K ﹤0.01%
18
+7
471
$4.74K ﹤0.01%
151
472
$4.73K ﹤0.01%
29
473
$4.69K ﹤0.01%
169
474
$4.6K ﹤0.01%
22
475
$4.55K ﹤0.01%
135
+34