IFA

Invus Financial Advisors Portfolio holdings

AUM $89.2M
1-Year Est. Return 10.79%
This Quarter Est. Return
1 Year Est. Return
-10.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$63.3M
2 +$59.8M
3 +$39.7M
4
RCUS icon
Arcus Biosciences
RCUS
+$18.6M
5
UBX
Unity Biotechnology
UBX
+$15.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 69.67%
2 Technology 30.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$63.3M 32.1%
+2,590,015
2
$59.8M 30.33%
+4,146,784
3
$39.7M 20.13%
+470,884
4
$18.6M 9.44%
+1,842,077
5
$15.8M 8.01%
+219,000