IFG

Investors Financial Group Portfolio holdings

AUM $215M
1-Year Est. Return 19.7%
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.25M
3
+$3.87M
4
AAPL icon
Apple
AAPL
+$3.78M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.98%
2 Technology 9.12%
3 Financials 5.76%
4 Healthcare 5.22%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$695K 0.57%
+4,704
52
$682K 0.56%
+6,325
53
$667K 0.54%
+2,063
54
$653K 0.53%
+4,477
55
$652K 0.53%
+2,705
56
$645K 0.52%
+10,497
57
$641K 0.52%
+10,706
58
$640K 0.52%
+6,341
59
$611K 0.5%
+12,482
60
$610K 0.5%
+6,676
61
$598K 0.49%
+11,536
62
$560K 0.46%
+10,451
63
$554K 0.45%
+6,000
64
$554K 0.45%
+30,000
65
$530K 0.43%
+1,606
66
$529K 0.43%
+17,927
67
$524K 0.43%
+14,097
68
$505K 0.41%
+4,187
69
$504K 0.41%
+4,821
70
$503K 0.41%
+19,835
71
$502K 0.41%
+2,297
72
$501K 0.41%
+5,310
73
$478K 0.39%
+5,511
74
$473K 0.39%
+7,312
75
$467K 0.38%
+10,406
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3
4 5