IFO

Intrepid Family Office Portfolio holdings

AUM $92.6M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.5M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$2.19M
3
+$2.12M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$1.88M
5
HPQ icon
HP
HPQ
+$1.46M

Top Sells

1
+$2.63M
2
+$2.26M
3
+$1.82M
4
JPM icon
JPMorgan Chase
JPM
+$1.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.04M

Sector Composition

1 Technology 32.81%
2 Financials 11.38%
3 Healthcare 8.9%
4 Materials 6.06%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10,000
27
– –
-10,000
28
– –
-5,000
29
– –
-20,000
1
2