IAS

IMA Advisory Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 17.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$3.73M
3
+$2.83M
4
AMT icon
American Tower
AMT
+$2.41M
5
STZ icon
Constellation Brands
STZ
+$2.32M

Top Sells

1
+$8.17M
2
+$5.24M
3
+$2.12M
4
BKH icon
Black Hills Corp
BKH
+$1.89M
5
GLW icon
Corning
GLW
+$1.87M

Sector Composition

1 Healthcare 12.69%
2 Financials 12.44%
3 Technology 10.16%
4 Industrials 8.77%
5 Consumer Discretionary 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
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