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
$126M
AUM Growth
-$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$6.05M

Sector Composition

1 Healthcare 39.57%
2 Communication Services 35.19%
3 Consumer Discretionary 14.65%
4 Real Estate 6.62%
5 Technology 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TBLA icon
1
Taboola.com
TBLA
$1.04B
$44.3M 35.19%
9,969,495
RCUS icon
2
Arcus Biosciences
RCUS
$2.2B
$30.4M 24.2%
1,612,077
CPNG icon
3
Coupang
CPNG
$58.3B
$18.4M 14.65%
1,035,947
-340,000
ORIC icon
4
Oric Pharmaceuticals
ORIC
$1.23B
$13.9M 11.01%
1,007,575
IHS icon
5
IHS Holding
IHS
$2.21B
$8.32M 6.62%
2,357,520
NVCR icon
6
NovoCure
NVCR
$1.37B
$5.48M 4.36%
350,884
IONQ icon
7
IonQ
IONQ
$20.3B
$5M 3.97%
500,000