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
$166M
AUM Growth
-$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M

Top Sells

1
+$228K

Sector Composition

1 Healthcare 49.35%
2 Consumer Discretionary 23.45%
3 Financials 12.61%
4 Communication Services 11.94%
5 Technology 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.9M 24.66%
1,612,077
2
$38.8M 23.45%
3,046,571
3
$24.4M 14.72%
350,884
4
$20.9M 12.61%
+5,582,950
5
$19.8M 11.95%
7,819,690
6
$12M 7.24%
2,768,586
7
$4.51M 2.73%
1,007,575
8
$4.38M 2.64%
1,000,000
9
– –
-91,085