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
$472M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$2.18M
2 +$697K
3 +$410K
4
AXP icon
American Express
AXP
+$387K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$379K

Sector Composition

1 Technology 8.27%
2 Financials 7.47%
3 Industrials 7.4%
4 Energy 7.09%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-199
902
$0 ﹤0.01%
+8
903
-30