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
$128M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M

Top Sells

1
+$40.5M
2
+$4.21M

Sector Composition

1 Healthcare 35.45%
2 Communication Services 33.78%
3 Consumer Discretionary 17.43%
4 Real Estate 8.49%
5 Technology 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 33.78%
9,969,495
2
$30.8M 24.1%
1,612,077
3
$22.3M 17.43%
1,375,947
-260,000
4
$10.8M 8.49%
2,357,520
+1,395,367
5
$9.27M 7.25%
1,007,575
6
$6.2M 4.85%
500,000
7
$5.24M 4.1%
350,884
8
– –
-5,582,950