IFAM
Institutional & Family Asset Management Portfolio holdings
AUM
$653M
1-Year Est. Return
12.29%
This Fund
S&P 500
1 Year Est. Return
+12.29%
AUM
$597M
AUM Growth
+$41.1M
(+7.4%)
Holding
790
Top Buys
| 1 | +$6.57M | |
| 2 | +$4.52M | |
| 3 | +$3.89M | |
| 4 |
General Dynamics
GD
|
+$3.31M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.21M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$9.83M | |
| 3 | +$3.32M | |
| 4 |
Occidental Petroleum
OXY
|
+$2.55M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.89M |
Sector Composition
| 1 | Healthcare | 7.31% |
| 2 | Technology | 7.29% |
| 3 | Financials | 7.24% |
| 4 | Industrials | 7.03% |
| 5 | Energy | 6.22% |