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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
626
$6K ﹤0.01%
1,100
627
$6K ﹤0.01%
+38
628
$6K ﹤0.01%
44
629
$6K ﹤0.01%
400
630
$5K ﹤0.01%
31
+4
631
$5K ﹤0.01%
108
632
$5K ﹤0.01%
101
633
$5K ﹤0.01%
52
-20
634
$5K ﹤0.01%
7
635
$5K ﹤0.01%
39
-22
636
$5K ﹤0.01%
45
637
$5K ﹤0.01%
+220
638
$5K ﹤0.01%
58
639
$5K ﹤0.01%
43
-2
640
$5K ﹤0.01%
30
641
$5K ﹤0.01%
109
642
$5K ﹤0.01%
31
643
$5K ﹤0.01%
+301
644
$5K ﹤0.01%
21
-1
645
$5K ﹤0.01%
+100
646
$5K ﹤0.01%
50
647
$5K ﹤0.01%
189
+89
648
$5K ﹤0.01%
100
-425
649
$5K ﹤0.01%
100
-3,890
650
$5K ﹤0.01%
78
-2
24 25
26
27 28