IFS
Integrated Financial Solutions Portfolio holdings
AUM
$167M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$145M
AUM Growth
+$27.6M
(+23%)
Holding
27
Top Buys
| 1 | +$2.15M | |
| 2 | +$1.67M | |
| 3 | +$1.08M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$870K |
| 5 |
Microsoft
MSFT
|
+$772K |
Top Sells
| 1 | +$3.38M | |
| 2 | +$1.92M | |
| 3 | +$399K | |
| 4 |
Reddit
RDDT
|
+$287K |
| 5 |
Astera Labs
ALAB
|
+$127K |
Sector Composition
| 1 | Technology | 77.27% |
| 2 | Communication Services | 10.1% |
| 3 | Consumer Discretionary | 5.79% |
| 4 | Healthcare | 0.83% |
| 5 | Financials | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CrowdStrike
CRWD
$112B
| $221K | 0.15% |
450
+100
|
|
||
27
Palo Alto Networks
PANW
$123B
| – | – |
-1,950
|
|