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
$604M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$8.49M
3
+$6.64M
4
JNPR
Juniper Networks
JNPR
+$4.42M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.3M

Top Sells

1
+$17M
2
+$11M
3
+$5.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M

Sector Composition

1 Technology 8.89%
2 Energy 7.21%
3 Industrials 7.07%
4 Financials 7.03%
5 Healthcare 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$65.9K 0.01%
14,977
202
$65.8K 0.01%
1,124
203
$65.4K 0.01%
1,598
+134
204
$65.1K 0.01%
380
-21
205
$64.7K 0.01%
5,376
+1,800
206
$64.5K 0.01%
646
+193
207
$64.2K 0.01%
1,066
-64
208
$62.3K 0.01%
+1,000
209
$59.5K 0.01%
792
210
$58.1K 0.01%
+1,064
211
$57.2K 0.01%
2,089
+538
212
$56.3K 0.01%
146
+24
213
$56K 0.01%
913
+48
214
$55.4K 0.01%
1,246
215
$54.8K 0.01%
543
+4
216
$54.4K 0.01%
720
+64
217
$51.9K 0.01%
4,143
+1,104
218
$51.6K 0.01%
310
-77
219
$51.4K 0.01%
1,355
220
$49.7K 0.01%
1,039
221
$49.5K 0.01%
527
+29
222
$49.2K 0.01%
4,505
+39
223
$47.3K 0.01%
474
-92
224
$47K 0.01%
1,391
+454
225
$45.7K 0.01%
846
-82
7 8
9
10 11