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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
701
$3K ﹤0.01%
67
-2
702
$3K ﹤0.01%
23
703
$3K ﹤0.01%
70
-3,905
704
$3K ﹤0.01%
56
705
$3K ﹤0.01%
+150
706
$3K ﹤0.01%
14
-1
707
$3K ﹤0.01%
31
-1
708
$3K ﹤0.01%
+25
709
$3K ﹤0.01%
24
-1
710
$3K ﹤0.01%
70
-3
711
$3K ﹤0.01%
60
712
$3K ﹤0.01%
29
+9
713
$3K ﹤0.01%
40
714
$3K ﹤0.01%
+97
715
$3K ﹤0.01%
9
716
$3K ﹤0.01%
11
717
$3K ﹤0.01%
130
718
$3K ﹤0.01%
24
-1
719
$3K ﹤0.01%
22
+9
720
$3K ﹤0.01%
64
721
$3K ﹤0.01%
49
-2
722
$3K ﹤0.01%
132
723
$3K ﹤0.01%
19
-9
724
$3K ﹤0.01%
18
-1
725
$3K ﹤0.01%
12
27 28
29
30 31