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
$208M
AUM Growth
-$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$13.4M
2
+$13.1M
3
+$3.79M
4
CHGG icon
Chegg
CHGG
+$664K
5
RUN icon
Sunrun
RUN
+$427K

Sector Composition

1 Healthcare 76.04%
2 Technology 23.96%
3 Consumer Discretionary 0%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.4M 28.12%
2,768,586
2
$49.8M 23.96%
3,280,885
-865,899
3
$39.1M 18.79%
350,884
-120,000
4
$31.6M 15.19%
1,842,077
5
$25.2M 12.12%
1,007,576
6
$3.79M 1.82%
109,500
-109,500
7
– –
-1,211
8
– –
-9,868
9
– –
-21,657