IAS
IMA Advisory Services Portfolio holdings
AUM
$992M
1-Year Est. Return
13.37%
1 Year Est. Return
+13.37%
AUM
$409M
AUM Growth
-$27.1M
(-6.2%)
Holding
342
Top Buys
| 1 | +$8.39M | |
| 2 | +$7.45M | |
| 3 | +$5.8M | |
| 4 |
Danaher
DHR
|
+$5.25M |
| 5 |
ATVI
Activision Blizzard
ATVI
|
+$3.9M |
Top Sells
| 1 | +$9.1M | |
| 2 | +$8.61M | |
| 3 | +$2.46M | |
| 4 |
Federated Hermes
FHI
|
+$2.44M |
| 5 |
Wells Fargo
WFC
|
+$2.18M |
Sector Composition
| 1 | Technology | 13.59% |
| 2 | Healthcare | 10.25% |
| 3 | Financials | 8.43% |
| 4 | Industrials | 6.65% |
| 5 | Energy | 3.68% |