IFAM
Institutional & Family Asset Management Portfolio holdings
AUM
$653M
1-Year Return
12.25%
This Quarter Return
+4.67%
1 Year Return
+12.25%
3 Year Return
+19.01%
5 Year Return
+65.08%
10 Year Return
–
AUM
$268M
AUM Growth
–
Cap. Flow
+$268M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.95%
Holding
123
New
123
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$12.5M |
| 2 |
iShares US Real Estate ETF
IYR
|
$11.1M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$10.9M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$8.97M |
| 5 |
SPDR Gold Trust
GLD
|
$8.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 13.39% |
| 2 | Financials | 10.99% |
| 3 | Industrials | 10.22% |
| 4 | Healthcare | 7.6% |
| 5 | Energy | 5.52% |
