We are live on ! Find out more
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
$514M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16.8M
3
+$6.14M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.52M
5
GS icon
Goldman Sachs
GS
+$1.96M

Top Sells

1
+$8.65M
2
+$5.8M
3
+$5.02M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.24M
5
EV
Eaton Vance Corp.
EV
+$2.92M

Sector Composition

1 Technology 8.94%
2 Financials 7.58%
3 Industrials 6.77%
4 Healthcare 6.71%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
9
-5
902
$1K ﹤0.01%
+8
903
$1K ﹤0.01%
11
-7
904
$1K ﹤0.01%
9
-6
905
$1K ﹤0.01%
+12
906
$1K ﹤0.01%
23
-14
907
$1K ﹤0.01%
8
-4
908
$1K ﹤0.01%
50
909
$1K ﹤0.01%
38
-23
910
$1K ﹤0.01%
48
-29
911
$1K ﹤0.01%
19
-12
912
$1K ﹤0.01%
5
-5
913
$1K ﹤0.01%
100
+38
914
$1K ﹤0.01%
+25
915
$1K ﹤0.01%
+103
916
$1K ﹤0.01%
151
+4
917
$1K ﹤0.01%
37
-22
918
$1K ﹤0.01%
39
-23
919
$1K ﹤0.01%
26
920
$1K ﹤0.01%
77
921
$1K ﹤0.01%
13
-8
922
$1K ﹤0.01%
26
-15
923
$1K ﹤0.01%
11
-7
924
– –
-1,300
925
– –
-31
35 36
37
38 39