IF
Integrity Financial Portfolio holdings
AUM
$196M
1-Year Return
15.3%
This Quarter Return
+7.58%
1 Year Return
+15.3%
3 Year Return
+58.4%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$7.72M
(+5.6%)
Cap. Flow
-$456K
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
43.17%
Holding
213
New
17
Increased
50
Reduced
62
Closed
6
Top Buys
Top Sells
Sector Composition
1 | Technology | 8.68% |
2 | Financials | 6.38% |
3 | Consumer Discretionary | 3.08% |
4 | Communication Services | 2.84% |
5 | Industrials | 1.51% |