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
$225M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$228K

Top Sells

1
+$2.09M
2
+$1.6M

Sector Composition

1 Healthcare 52.3%
2 Consumer Discretionary 23.97%
3 Communication Services 17.95%
4 Technology 5.68%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.9M 23.97%
3,046,571
-118,000
2
$50.9M 22.64%
1,612,077
3
$40.4M 17.95%
7,819,690
4
$32.2M 14.34%
2,768,586
5
$29.1M 12.93%
350,884
6
$12.8M 5.68%
1,000,000
7
$5.38M 2.39%
1,007,575
8
$228K 0.1%
+91,085
9
– –
-109,500