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
551
$2.36K ﹤0.01%
37
-1
552
$2.35K ﹤0.01%
50
553
$2.34K ﹤0.01%
151
554
$2.33K ﹤0.01%
99
555
$2.32K ﹤0.01%
256
556
$2.3K ﹤0.01%
30
557
$2.29K ﹤0.01%
+72
558
$2.26K ﹤0.01%
45
559
$2.25K ﹤0.01%
20
560
$2.17K ﹤0.01%
+22
561
$2.12K ﹤0.01%
+40
562
$2.07K ﹤0.01%
27
563
$2.04K ﹤0.01%
28
-24
564
$2.03K ﹤0.01%
+51
565
$2.02K ﹤0.01%
+144
566
$1.95K ﹤0.01%
63
567
$1.95K ﹤0.01%
10
568
$1.94K ﹤0.01%
77
569
$1.93K ﹤0.01%
11
+2
570
$1.89K ﹤0.01%
200
571
$1.86K ﹤0.01%
13
572
$1.86K ﹤0.01%
44
573
$1.85K ﹤0.01%
371
574
$1.79K ﹤0.01%
61
+17
575
$1.78K ﹤0.01%
9
21 22
23
24 25