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
$239M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$12.8M
2
+$34

Sector Composition

1 Healthcare 83.8%
2 Technology 16.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.7M 25.38%
350,884
2
$52.1M 21.78%
2,768,586
3
$47.8M 19.99%
1,842,077
4
$38.8M 16.2%
2,465,308
-815,577
5
$34.1M 14.26%
1,007,575
-1
6
$5.74M 2.4%
109,500