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ICM
IMS Capital Management Portfolio holdings
AUM
$217M
1-Year Est. Return
18.69%
This Fund
S&P 500
1 Year Est. Return
+18.69%
AUM
$214M
AUM Growth
+$15.7M
(+7.9%)
Holding
157
Top Buys
| 1 | +$1.55M | |
| 2 | +$1.2M | |
| 3 | +$1.19M | |
| 4 |
GE Aerospace
GE
|
+$1.13M |
| 5 |
US Bancorp
USB
|
+$1.13M |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.77M | |
| 3 | +$1.75M | |
| 4 |
Eli Lilly
LLY
|
+$1.49M |
| 5 |
Nucor
NUE
|
+$1.39M |
Sector Composition
| 1 | Technology | 23.87% |
| 2 | Financials | 15.31% |
| 3 | Consumer Discretionary | 12.96% |
| 4 | Communication Services | 8.82% |
| 5 | Healthcare | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Growth ETF
VUG
$221B
| $201K | 0.09% |
+2,742
|
|
||
|
152
Nucor
NUE
$60.7B
| – | – |
-11,528
|
|
||
153
United Parcel Service
UPS
$91.9B
| – | – |
-2,065
|
|
||
154
State Street Financial Select Sector SPDR ETF
XLF
$50B
| – | – |
-4,240
|
|
||
155
FedEx
FDX
$80.7B
| – | – |
-902
|
|
||
156
Hewlett Packard
HPE
$63.8B
| – | – |
-18,714
|
|
||
157
Altria Group
MO
$120B
| – | – |
-5,222
|
|