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
$436M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$225M

Top Sells

1
+$4.61M

Sector Composition

1 Consumer Discretionary 51.63%
2 Healthcare 41.25%
3 Technology 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$225M 51.63%
+4,564,571
2
$51.7M 11.86%
1,842,077
3
$50.6M 11.6%
2,768,586
4
$46.4M 10.63%
350,884
5
$31.1M 7.12%
2,146,785
-318,523
6
$24.7M 5.66%
1,007,575
7
$6.57M 1.51%
109,500