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
126
$202K 0.16%
+1,605
127
$164K 0.13%
+2,295
128
$160K 0.13%
+12,505
129
$103K 0.08%
+4,211
130
$87K 0.07%
+11,664
131
$70K 0.06%
+10,196
132
$52K 0.04%
+13,356
133
$10K 0.01%
+3,935
134
$9K 0.01%
+16,439