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
$277M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$5.16M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 74.62%
2 Technology 25.05%
3 Consumer Staples 0.24%
4 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80M 28.9%
2,768,586
+178,571
2
$68.9M 24.89%
4,146,784
3
$45.6M 16.47%
1,842,077
4
$34M 12.28%
+1,007,576
5
$27.9M 10.09%
470,884
6
$19M 6.87%
219,000
7
$664K 0.24%
9,868
8
$427K 0.15%
21,657
9
$261K 0.09%
1,211