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
$373M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$8.35M

Sector Composition

1 Healthcare 43.44%
2 Consumer Discretionary 31.82%
3 Communication Services 17.83%
4 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$119M 31.82%
4,264,571
-300,000
2
$66.5M 17.83%
7,865,610
3
$64.2M 17.21%
1,842,077
4
$40.8M 10.92%
350,884
5
$32.8M 8.79%
2,768,586
6
$25.8M 6.92%
2,146,785
7
$21.1M 5.64%
1,007,575
8
$3.29M 0.88%
109,500