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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
676
$4K ﹤0.01%
+49
677
$4K ﹤0.01%
77
678
$4K ﹤0.01%
68
679
$4K ﹤0.01%
71
+23
680
$4K ﹤0.01%
66
681
$4K ﹤0.01%
44
682
$4K ﹤0.01%
150
-1
683
$4K ﹤0.01%
+100
684
$4K ﹤0.01%
691
685
$4K ﹤0.01%
28
+5
686
$4K ﹤0.01%
5,599
+5,560
687
$3K ﹤0.01%
11
688
$3K ﹤0.01%
400
689
$3K ﹤0.01%
24
-1
690
$3K ﹤0.01%
120
691
$3K ﹤0.01%
24
+12
692
$3K ﹤0.01%
36
-1
693
$3K ﹤0.01%
31
694
$3K ﹤0.01%
60
+32
695
$3K ﹤0.01%
101
696
$3K ﹤0.01%
59
697
$3K ﹤0.01%
187
-7
698
$3K ﹤0.01%
114
-4
699
$3K ﹤0.01%
78
700
$3K ﹤0.01%
50
26 27
28
29 30