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
$329M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M

Top Sells

1
+$32.3M
2
+$25.8M
3
+$9.31M
4
TBLA icon
Taboola.com
TBLA
+$357K

Sector Composition

1 Healthcare 48.18%
2 Consumer Discretionary 28.25%
3 Communication Services 18.49%
4 Technology 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93M 28.25%
3,164,571
-1,100,000
2
$65.2M 19.83%
1,612,077
-230,000
3
$60.8M 18.49%
7,819,690
-45,920
4
$50.6M 15.36%
2,768,586
5
$26.3M 8.01%
350,884
6
$16.7M 5.08%
+1,000,000
7
$14.8M 4.5%
1,007,575
8
$1.6M 0.49%
109,500
9
– –
-2,146,785