IFS
Intelligent Financial Strategies Portfolio holdings
AUM
$188M
This Quarter Return
+3.95%
1 Year Return
+17.74%
3 Year Return
+66.97%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(+7.4%)
Cap. Flow
+$4.1M
Cap. Flow
% of AUM
3.22%
Top 10 Holdings %
Top 10 Hldgs %
76.04%
Holding
97
New
1
Increased
12
Reduced
35
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$9.35M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.03M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$933K |
| 4 |
Vanguard Total Bond Market
BND
|
$884K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$188K |
Top Sells
Sector Composition
| 1 | Financials | 37.74% |
| 2 | Consumer Staples | 4.64% |
| 3 | Technology | 4.31% |
| 4 | Consumer Discretionary | 1.84% |
| 5 | Communication Services | 1.11% |
