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
$503M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Sells

1 +$2.86M
2 +$2.06M
3 +$1.17M
4
AGN
Allergan plc
AGN
+$852K
5
TEP
Tallgrass Energy Partners, LP
TEP
+$803K

Sector Composition

1 Technology 8.47%
2 Financials 7.74%
3 Industrials 7.71%
4 Healthcare 7.42%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$8K ﹤0.01%
368
552
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134
-1,140
553
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65
554
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442
555
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+410
556
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557
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186
558
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444
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53
560
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41
561
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133
562
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348
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566
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26
567
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568
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569
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570
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80
571
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191
+37
572
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50
+12
573
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58
-4
574
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48
575
$7K ﹤0.01%
89