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
$154M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$5.85M

Top Sells

1 +$30.9M
2 +$8.32M

Sector Composition

1 Healthcare 36.64%
2 Consumer Discretionary 23.41%
3 Communication Services 17.66%
4 Financials 17.31%
5 Technology 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$35.9M 23.41%
2,246,571
-520,000
2
$29.4M 19.15%
1,612,077
3
$27.1M 17.66%
9,969,495
+2,149,805
4
$26.6M 17.31%
5,582,950
5
$21.1M 13.74%
350,884
6
$6.15M 4.01%
1,000,000
7
$5.74M 3.74%
1,007,575
8
$1.49M 0.97%
170,558
9
-2,768,586