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
$502M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$81.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 39.63%
2 Consumer Discretionary 38.03%
3 Communication Services 16.22%
4 Technology 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$191M 38.03%
4,564,571
2
$81.4M 16.22%
+7,865,610
3
$77.8M 15.51%
350,884
4
$50.6M 10.08%
1,842,077
5
$47.6M 9.48%
2,768,586
6
$30.7M 6.11%
2,146,785
7
$17.8M 3.55%
1,007,575
8
$5.08M 1.01%
109,500