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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
701
$2K ﹤0.01%
+24
702
$2K ﹤0.01%
19
703
$2K ﹤0.01%
287
-124
704
$2K ﹤0.01%
20
705
$2K ﹤0.01%
34
706
$2K ﹤0.01%
24
707
$2K ﹤0.01%
51
708
$2K ﹤0.01%
40
709
$2K ﹤0.01%
13
710
$2K ﹤0.01%
120
711
$2K ﹤0.01%
17
712
$2K ﹤0.01%
56
-115
713
$2K ﹤0.01%
4
714
$2K ﹤0.01%
293
715
$2K ﹤0.01%
30
716
$2K ﹤0.01%
15
717
$2K ﹤0.01%
48
718
$2K ﹤0.01%
68
719
$2K ﹤0.01%
22
720
$2K ﹤0.01%
+69
721
$2K ﹤0.01%
120
722
$2K ﹤0.01%
19
723
$2K ﹤0.01%
59
724
$2K ﹤0.01%
26
725
$2K ﹤0.01%
27
+8
27 28
29
30 31