IAM

Impala Asset Management Portfolio holdings

AUM $148M
1-Year Est. Return 31.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$40M
3
+$26.4M
4
CCL icon
Carnival Corp
CCL
+$25.2M
5
FDX icon
FedEx
FDX
+$24.4M

Top Sells

1
+$54M
2
+$52M
3
+$50.4M
4
TSE
Trinseo
TSE
+$46.8M
5
HOG icon
Harley-Davidson
HOG
+$33.4M

Sector Composition

1 Materials 35.16%
2 Industrials 27.21%
3 Consumer Discretionary 25.57%
4 Energy 6.17%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-202,169
77
– –
-133,142
78
– –
-397,080
79
– –
-276,804
80
– –
0
81
– –
-30,000
1 2 3
4