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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
$452M
AUM Growth
-$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.11M
3
+$2.01M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.44M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.44M

Top Sells

1
+$4.96M
2
+$3.58M
3
+$2.07M
4
CCOR icon
Core Alternative Capital
CCOR
+$1.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Technology 8.36%
2 Financials 7.7%
3 Industrials 7.63%
4 Consumer Staples 7.07%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
+15
777
$1K ﹤0.01%
1,000
778
$1K ﹤0.01%
15
779
$1K ﹤0.01%
39
780
$1K ﹤0.01%
24
+1
781
$1K ﹤0.01%
131
782
$1K ﹤0.01%
+58
783
$1K ﹤0.01%
92
784
$1K ﹤0.01%
+7
785
$1K ﹤0.01%
55
786
$1K ﹤0.01%
35
787
$1K ﹤0.01%
61
-1
788
$1K ﹤0.01%
22
+8
789
$1K ﹤0.01%
100
-20
790
$1K ﹤0.01%
39
-1
791
$1K ﹤0.01%
250
792
$1K ﹤0.01%
11
793
$1K ﹤0.01%
9
794
$1K ﹤0.01%
100
795
$1K ﹤0.01%
19
+1
796
$1K ﹤0.01%
16
-1
797
$1K ﹤0.01%
+19
798
$1K ﹤0.01%
17
-1
799
$1K ﹤0.01%
9
800
$1K ﹤0.01%
+3
30 31
32
33 34