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
1
$11.4M 9.29%
+69,782
2
$8.25M 6.71%
+55,903
3
$3.87M 3.15%
+76,979
4
$3.78M 3.08%
+51,548
5
$3.02M 2.46%
+459,300
6
$2.84M 2.31%
+67,532
7
$2.56M 2.08%
+11,301
8
$2.46M 2%
+7,633
9
$2.39M 1.94%
+80,806
10
$2.37M 1.93%
+11,143
11
$2.12M 1.73%
+348,150
12
$2.04M 1.66%
+17,974
13
$2M 1.63%
+64,976
14
$1.95M 1.59%
+33,834
15
$1.87M 1.52%
+67,842
16
$1.85M 1.51%
+29,188
17
$1.85M 1.5%
+18,824
18
$1.81M 1.47%
+7,380
19
$1.68M 1.37%
+5,689
20
$1.67M 1.36%
+13,354
21
$1.62M 1.32%
+437,334
22
$1.6M 1.3%
+24,372
23
$1.56M 1.27%
+27,611
24
$1.56M 1.27%
+18,586
25
$1.51M 1.23%
+35,521
1
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