IAM

Impala Asset Management Portfolio holdings

AUM $139M
1-Year Est. Return 5.04%
This Quarter Est. Return
1 Year Est. Return
+5.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$5.84M
3
+$4.23M
4
MTH icon
Meritage Homes
MTH
+$3.51M
5
BC icon
Brunswick
BC
+$3.27M

Top Sells

1
+$5.46M
2
+$4.89M
3
+$4.6M
4
NOC icon
Northrop Grumman
NOC
+$3.53M
5
KNX icon
Knight Transportation
KNX
+$2.57M

Sector Composition

1 Consumer Discretionary 40.37%
2 Materials 15.21%
3 Energy 11.63%
4 Industrials 9.54%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-55,534
27
– –
-33,000
28
– –
-600
29
– –
0
30
– –
-55,000
31
– –
-60,000
1
2