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
$188M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M

Top Sells

1
+$4.12M

Sector Composition

1 Healthcare 51.05%
2 Consumer Discretionary 21.65%
3 Communication Services 12.82%
4 Financials 12.09%
5 Technology 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.7M 21.65%
2,766,571
-280,000
2
$33.3M 17.74%
1,612,077
3
$30.9M 16.46%
2,768,586
4
$25.7M 13.69%
350,884
5
$24.1M 12.82%
7,819,690
6
$22.7M 12.09%
5,582,950
7
$5.93M 3.16%
1,007,575
8
$3.45M 1.84%
1,000,000
9
$1.05M 0.56%
+170,558