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
76
$433K 0.35%
+46,567
77
$424K 0.35%
+2,146
78
$422K 0.34%
+3,901
79
$406K 0.33%
+2,226
80
$390K 0.32%
+17,133
81
$389K 0.32%
+1,836
82
$389K 0.32%
+1,322
83
$380K 0.31%
+12,374
84
$366K 0.3%
+10,940
85
$364K 0.3%
+7,006
86
$363K 0.3%
+2,507
87
$349K 0.28%
+4,329
88
$349K 0.28%
+5,716
89
$345K 0.28%
+5,343
90
$341K 0.28%
+5,751
91
$340K 0.28%
+1
92
$339K 0.28%
+2,478
93
$339K 0.28%
+3,861
94
$332K 0.27%
+8,413
95
$326K 0.27%
+4,672
96
$323K 0.26%
+1,985
97
$323K 0.26%
+1,068
98
$317K 0.26%
+6,616
99
$293K 0.24%
+2,517
100
$286K 0.23%
+1,604
2 3
4
5 6