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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
776
$2K ﹤0.01%
21
777
$2K ﹤0.01%
20
778
$2K ﹤0.01%
36
779
$2K ﹤0.01%
68
780
$2K ﹤0.01%
36
781
$2K ﹤0.01%
41
-36
782
$2K ﹤0.01%
90
783
$2K ﹤0.01%
29
-13
784
$2K ﹤0.01%
10
785
$2K ﹤0.01%
30
786
$1K ﹤0.01%
30
787
$1K ﹤0.01%
42
+1
788
$1K ﹤0.01%
2
789
$1K ﹤0.01%
210
790
$1K ﹤0.01%
400
791
$1K ﹤0.01%
16
792
$1K ﹤0.01%
25
-156
793
$1K ﹤0.01%
27
794
$1K ﹤0.01%
41
795
$1K ﹤0.01%
+48
796
$1K ﹤0.01%
32
797
$1K ﹤0.01%
146
798
$1K ﹤0.01%
15
-5
799
$1K ﹤0.01%
79
800
$1K ﹤0.01%
15
30 31
32
33 34