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
$606M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$6.4M
3
+$3.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.51M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.2M

Top Sells

1
+$20.9M
2
+$15.6M
3
+$9.98M
4
IYR icon
iShares US Real Estate ETF
IYR
+$5.88M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.56M

Sector Composition

1 Technology 8.58%
2 Energy 7.53%
3 Financials 7.09%
4 Healthcare 6.82%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.24K ﹤0.01%
30
552
$2.23K ﹤0.01%
500
553
$2.2K ﹤0.01%
60
554
$2.12K ﹤0.01%
60
555
$2.06K ﹤0.01%
27
556
$2K ﹤0.01%
100
557
$1.94K ﹤0.01%
19
558
$1.92K ﹤0.01%
25
-39
559
$1.89K ﹤0.01%
+12
560
$1.89K ﹤0.01%
77
561
$1.89K ﹤0.01%
15
562
$1.88K ﹤0.01%
+60
563
$1.82K ﹤0.01%
21
564
$1.81K ﹤0.01%
47
565
$1.73K ﹤0.01%
25
-1
566
$1.72K ﹤0.01%
100
567
$1.69K ﹤0.01%
+100
568
$1.69K ﹤0.01%
9
569
$1.69K ﹤0.01%
100
570
$1.65K ﹤0.01%
+33
571
$1.64K ﹤0.01%
400
572
$1.61K ﹤0.01%
+127
573
$1.61K ﹤0.01%
+23
574
$1.61K ﹤0.01%
+87
575
$1.55K ﹤0.01%
4
21 22
23
24 25