ICM

IMS Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.69%
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 +$2.34M
2 +$1.95M
3 +$1.46M
4
AMZN icon
Amazon
AMZN
+$1.06M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1M

Top Sells

1 +$2.72M
2 +$1.14M
3 +$985K
4
CVX icon
Chevron
CVX
+$977K
5
NVDA icon
NVIDIA
NVDA
+$937K

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
-9,671