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
$182M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 48.09%
2 Consumer Discretionary 27.88%
3 Financials 13.48%
4 Communication Services 7.77%
5 Technology 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.8M 27.88%
3,046,571
2
$42.2M 23.15%
1,612,077
3
$26.7M 14.63%
350,884
4
$24.6M 13.48%
5,582,950
5
$15.6M 8.54%
2,768,586
6
$14.2M 7.77%
7,819,690
7
$5.07M 2.78%
1,000,000
8
$3.22M 1.77%
1,007,575