IFS
Intelligent Financial Strategies Portfolio holdings
AUM
$188M
1-Year Return
17.74%
This Quarter Return
+7.84%
1 Year Return
+17.74%
3 Year Return
+66.97%
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$11.1M
(+6.2%)
Cap. Flow
-$436K
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
86.24%
Holding
84
New
4
Increased
8
Reduced
21
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.6M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$323K |
| 3 |
3M
MMM
|
$42.1K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.94K |
| 5 |
Solventum
SOLV
|
$5.4K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$835K |
| 2 |
Microsoft
MSFT
|
$303K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$226K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$156K |
| 5 |
iShares Global Consumer Staples ETF
KXI
|
$124K |
Sector Composition
| 1 | Financials | 55.65% |
| 2 | Technology | 3.31% |
| 3 | Consumer Staples | 1.87% |
| 4 | Communication Services | 1% |
| 5 | Consumer Discretionary | 0.9% |
