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
$204M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$236K
3
+$219K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 78.86%
2 Technology 20.85%
3 Consumer Staples 0.17%
4 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.7M 44.5%
2,590,015
2
$42.3M 20.74%
4,146,784
3
$31.7M 15.57%
470,884
4
$25.6M 12.55%
1,842,077
5
$12.7M 6.24%
219,000
6
$353K 0.17%
+9,868
7
$236K 0.12%
+1,211
8
$219K 0.11%
+21,657