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
$470M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$2.82M
3 +$1.26M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$927K
5
OXY icon
Occidental Petroleum
OXY
+$898K

Top Sells

1 +$2.64M
2 +$1.77M
3 +$1.12M
4
AMGN icon
Amgen
AMGN
+$936K
5
JPM icon
JPMorgan Chase
JPM
+$725K

Sector Composition

1 Technology 8.39%
2 Industrials 7.64%
3 Financials 7.48%
4 Healthcare 6.87%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K ﹤0.01%
50
-25
527
$9K ﹤0.01%
1,100
528
$8K ﹤0.01%
200
529
$8K ﹤0.01%
145
530
$8K ﹤0.01%
178
+73
531
$8K ﹤0.01%
228
532
$8K ﹤0.01%
+364
533
$8K ﹤0.01%
1,000
534
$8K ﹤0.01%
166
+3
535
$8K ﹤0.01%
100
536
$8K ﹤0.01%
397
537
$8K ﹤0.01%
400
538
$8K ﹤0.01%
358
539
$8K ﹤0.01%
442
540
$8K ﹤0.01%
349
541
$8K ﹤0.01%
230
542
$8K ﹤0.01%
107
543
$8K ﹤0.01%
1,026
544
$7K ﹤0.01%
145
545
$7K ﹤0.01%
+528
546
$7K ﹤0.01%
269
-44
547
$7K ﹤0.01%
183
+1
548
$7K ﹤0.01%
127
549
$7K ﹤0.01%
63
550
$7K ﹤0.01%
500