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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
726
$3K ﹤0.01%
+10
727
$3K ﹤0.01%
26
-1
728
$3K ﹤0.01%
17
-1
729
$3K ﹤0.01%
95
730
$3K ﹤0.01%
+161
731
$3K ﹤0.01%
153
732
$3K ﹤0.01%
88
-3
733
$3K ﹤0.01%
30
734
$3K ﹤0.01%
10
735
$3K ﹤0.01%
238
736
$3K ﹤0.01%
35
-1
737
$3K ﹤0.01%
70
738
$3K ﹤0.01%
37
739
$3K ﹤0.01%
36
-1
740
$2K ﹤0.01%
19
741
$2K ﹤0.01%
81
-646
742
$2K ﹤0.01%
30
743
$2K ﹤0.01%
+32
744
$2K ﹤0.01%
+118
745
$2K ﹤0.01%
31
-1
746
$2K ﹤0.01%
42
+20
747
$2K ﹤0.01%
+33
748
$2K ﹤0.01%
26
-1
749
$2K ﹤0.01%
25
750
$2K ﹤0.01%
10
28 29
30
31 32