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
$187M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M

Top Sells

1
+$5.22M

Sector Composition

1 Healthcare 29.48%
2 Financials 23.56%
3 Consumer Discretionary 18.11%
4 Communication Services 16.58%
5 Technology 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44M 23.56%
5,582,950
2
$33.9M 18.11%
1,946,571
-300,000
3
$32.7M 17.51%
1,612,077
4
$31M 16.58%
9,969,495
5
$14.6M 7.79%
350,884
6
$13.5M 7.24%
1,000,000
7
$9.41M 5.03%
962,153
+791,595
8
$7.82M 4.18%
1,007,575