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
$620M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,005
New
Increased
Reduced
Closed

Top Sells

1 +$1.59M
2 +$628K
3 +$607K
4
LLY icon
Eli Lilly
LLY
+$540K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$427K

Sector Composition

1 Technology 8.8%
2 Financials 7.02%
3 Healthcare 6.14%
4 Industrials 5.87%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$7K ﹤0.01%
35
602
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603
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604
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+1
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611
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620
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621
$6K ﹤0.01%
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622
$6K ﹤0.01%
400
623
$6K ﹤0.01%
570
624
$6K ﹤0.01%
1,000
625
$6K ﹤0.01%
+80