IFS

Intelligent Financial Strategies Portfolio holdings

AUM $188M
1-Year Est. Return 17.74%
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$4.99M
2 +$2.09M
3 +$598K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$449K
5
PHYS icon
Sprott Physical Gold
PHYS
+$38.5K

Top Sells

1 +$4.57M
2 +$4.01M
3 +$273K
4
AAPL icon
Apple
AAPL
+$221K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$166K

Sector Composition

1 Financials 53.01%
2 Technology 3.39%
3 Consumer Staples 1.79%
4 Communication Services 1.16%
5 Consumer Discretionary 0.89%