ICM

IMS Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$2.24M
3 +$1.35M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.01M

Top Sells

1 +$2.4M
2 +$984K
3 +$944K
4
UPS icon
United Parcel Service
UPS
+$935K
5
NVDA icon
NVIDIA
NVDA
+$876K

Sector Composition

1 Industrials 22.98%
2 Technology 17.3%
3 Consumer Discretionary 13.63%
4 Financials 10.87%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,045