IFAM

Institutional & Family Asset Management Portfolio holdings

AUM $653M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
-$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1 +$3.14M
2 +$1.52M
3 +$1.29M
4
IYR icon
iShares US Real Estate ETF
IYR
+$727K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$682K

Top Sells

1 +$14.3M
2 +$10.6M
3 +$8.87M
4
AAPL icon
Apple
AAPL
+$4.28M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.19M

Sector Composition

1 Technology 8.68%
2 Healthcare 7.08%
3 Industrials 7.02%
4 Consumer Staples 6.39%
5 Financials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$1K ﹤0.01%
18
777
$1K ﹤0.01%
131
778
$1K ﹤0.01%
+75
779
$1K ﹤0.01%
15
-16
780
$1K ﹤0.01%
11
781
$1K ﹤0.01%
42
782
$1K ﹤0.01%
+100
783
$1K ﹤0.01%
47
784
$1K ﹤0.01%
304
785
$1K ﹤0.01%
38
786
$1K ﹤0.01%
13
787
$1K ﹤0.01%
+20
788
$1K ﹤0.01%
20
789
$1K ﹤0.01%
38
790
$1K ﹤0.01%
7
791
$1K ﹤0.01%
143
792
$1K ﹤0.01%
+43
793
$1K ﹤0.01%
19
794
$1K ﹤0.01%
13
795
$1K ﹤0.01%
+14
796
$1K ﹤0.01%
1
797
$1K ﹤0.01%
14
798
$1K ﹤0.01%
7
799
$1K ﹤0.01%
14
800
$1K ﹤0.01%
48