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
$160M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$7.44M
2
+$5.28M

Sector Composition

1 Healthcare 25.51%
2 Financials 25.37%
3 Communication Services 23.68%
4 Consumer Discretionary 17.43%
5 Technology 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.5M 25.37%
5,582,950
2
$37.8M 23.68%
9,969,495
3
$28.9M 18.14%
1,612,077
4
$27.8M 17.43%
1,635,947
-310,624
5
$7.44M 4.66%
500,000
-500,000
6
$6.1M 3.82%
1,007,575
7
$5.67M 3.55%
350,884
8
$5.34M 3.35%
962,153