Asset Manager
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Independent Order of Foresters
789 DON MILLS ROAD, TORONTO M3C 1T9 • 416 429-3000
Market Value
$102M
-40.7%
Holdings
2
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VTI | 67.35% | 41.75% | +25.60% | $69M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ITOT | 32.65% | 58.25% | -25.60% | $33M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $69M | 67.4% |
| Large Cap | 1 | $33M | 32.6% |
Portfolio Analytics
Avg Market Cap
$358.7B
Median Market Cap
$358.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.04
# Stocks
0
# ETFs / Funds
2