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

Top Buys

1 +$8.85M
2 +$8.6M
3 +$6.57M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.55M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.42M

Top Sells

1 +$26.6M
2 +$4.83M
3 +$3.58M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.85M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.1M

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
551
$7K ﹤0.01%
+706
552
$7K ﹤0.01%
+71
553
$7K ﹤0.01%
+284
554
$7K ﹤0.01%
+102
555
$7K ﹤0.01%
+80
556
$7K ﹤0.01%
+82
557
$7K ﹤0.01%
+154
558
$7K ﹤0.01%
+114
559
$7K ﹤0.01%
+208
560
$7K ﹤0.01%
+41
561
$7K ﹤0.01%
+110
562
$7K ﹤0.01%
+230
563
$7K ﹤0.01%
+706
564
$7K ﹤0.01%
+16
565
$7K ﹤0.01%
+98
566
$7K ﹤0.01%
+125
567
$7K ﹤0.01%
+700
568
$6K ﹤0.01%
+58
569
$6K ﹤0.01%
+194
570
$6K ﹤0.01%
+133
571
$6K ﹤0.01%
+120
572
$6K ﹤0.01%
+28
573
$6K ﹤0.01%
+127
574
$6K ﹤0.01%
+141
575
$6K ﹤0.01%
+214