IAS

IMA Advisory Services Portfolio holdings

AUM $933M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.92%
2 Healthcare 10.62%
3 Industrials 8.07%
4 Financials 5.19%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-100
327
-250
328
-3
329
-451