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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
$473M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$952K
3
+$915K
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$850K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$833K

Top Sells

1
+$3.83M
2
+$1.73M
3
+$1.71M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$870K

Sector Composition

1 Technology 8.59%
2 Industrials 6.94%
3 Healthcare 6.86%
4 Financials 6.58%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7K ﹤0.01%
54
602
$7K ﹤0.01%
49
+5
603
$7K ﹤0.01%
49
604
$7K ﹤0.01%
156
-56
605
$7K ﹤0.01%
86
606
$7K ﹤0.01%
215
607
$7K ﹤0.01%
55
608
$6K ﹤0.01%
58
609
$6K ﹤0.01%
65
-2
610
$6K ﹤0.01%
59
-11
611
$6K ﹤0.01%
36
612
$6K ﹤0.01%
+11
613
$6K ﹤0.01%
127
+9
614
$6K ﹤0.01%
129
615
$6K ﹤0.01%
84
-3
616
$6K ﹤0.01%
80
617
$6K ﹤0.01%
282
618
$6K ﹤0.01%
+147
619
$6K ﹤0.01%
94
620
$6K ﹤0.01%
138
+78
621
$6K ﹤0.01%
29
622
$6K ﹤0.01%
+193
623
$6K ﹤0.01%
62
624
$6K ﹤0.01%
109
625
$6K ﹤0.01%
172
-24
23 24
25
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