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
$215M
AUM Growth
-$475K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$917K
3 +$532K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$459K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$426K

Top Sells

1 +$1.32M
2 +$973K
3 +$678K
4
AAPL icon
Apple
AAPL
+$599K
5
CVS icon
CVS Health
CVS
+$490K

Sector Composition

1 Technology 22.41%
2 Financials 12.03%
3 Industrials 11.94%
4 Consumer Discretionary 11.22%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-30,600