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
101
$280K 0.23%
+858
102
$273K 0.22%
+5,475
103
$267K 0.22%
+2,139
104
$261K 0.21%
+10,305
105
$260K 0.21%
+1,338
106
$255K 0.21%
+2,518
107
$250K 0.2%
+7,084
108
$247K 0.2%
+12,000
109
$246K 0.2%
+3,200
110
$245K 0.2%
+2,815
111
$243K 0.2%
+3,042
112
$241K 0.2%
+2,955
113
$240K 0.2%
+4,358
114
$240K 0.2%
+2,500
115
$238K 0.19%
+5,783
116
$235K 0.19%
+2,512
117
$234K 0.19%
+5,098
118
$221K 0.18%
+9,156
119
$216K 0.18%
+3,576
120
$215K 0.18%
+1,681
121
$215K 0.18%
+2,529
122
$214K 0.17%
+2,418
123
$213K 0.17%
+4,013
124
$205K 0.17%
+1,700
125
$203K 0.17%
+4,504
2 3 4
5
6