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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
$470M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.81M
3
+$1.2M
4
OXY icon
Occidental Petroleum
OXY
+$873K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$873K

Top Sells

1
+$2.52M
2
+$1.77M
3
+$979K
4
AMGN icon
Amgen
AMGN
+$856K
5
DG icon
Dollar General
DG
+$680K

Sector Composition

1 Technology 8.39%
2 Industrials 7.64%
3 Financials 7.48%
4 Healthcare 6.87%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
44
677
$3K ﹤0.01%
34
-3
678
$3K ﹤0.01%
57
+34
679
$3K ﹤0.01%
+32
680
$3K ﹤0.01%
31
681
$3K ﹤0.01%
135
682
$3K ﹤0.01%
507
683
$3K ﹤0.01%
96
684
$3K ﹤0.01%
48
685
$3K ﹤0.01%
200
686
$3K ﹤0.01%
22
687
$3K ﹤0.01%
130
688
$3K ﹤0.01%
78
689
$3K ﹤0.01%
252
690
$3K ﹤0.01%
76
691
$3K ﹤0.01%
12
692
$3K ﹤0.01%
14
-124
693
$3K ﹤0.01%
19
694
$3K ﹤0.01%
271
695
$3K ﹤0.01%
35
696
$3K ﹤0.01%
66
697
$2K ﹤0.01%
37
698
$2K ﹤0.01%
9
699
$2K ﹤0.01%
41
+15
700
$2K ﹤0.01%
102
+2
26 27
28
29 30