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IMZ Advisory Portfolio holdings

AUM $316M
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
+9.96%
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
Cap. Flow
+$169M
Cap. Flow %
91%
Top 10 Hldgs %
85.28%
Holding
34
New
34
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 4.63%
2 Consumer Discretionary 0.79%
3 Healthcare 0.59%
4 Financials 0.56%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLK icon
1
State Street Technology Select Sector SPDR ETF
XLK
$115B
$38.2M 20.58%
+376,942
New +$33.6M
XLV icon
2
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$22.1M 11.92%
+151,917
New +$19.8M
XLF icon
3
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$17.5M 9.43%
+441,522
New +$15.3M
XLY icon
4
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$15.4M 8.29%
+171,824
New +$14.2M
XLC icon
5
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$15.2M 8.2%
+192,654
New +$13.3M
JPST icon
6
JPMorgan Ultra-Short Income ETF
JPST
$40B
$15.2M 8.2%
+302,079
New +$15.2M
XLI icon
7
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$13.4M 7.24%
+113,767
New +$11.9M
XLP icon
8
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$8.84M 4.76%
+120,574
New +$8.35M
XLE icon
9
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$6.26M 3.38%
+146,360
New +$6.26M
VCSH icon
10
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$6.1M 3.29%
+79,243
New +$6M
JMST icon
11
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
$4.58M 2.47%
+90,378
New +$4.57M
AAPL icon
12
Apple
AAPL
$4.89T
$3.27M 1.76%
+17,916
New +$3.31M
XLU icon
13
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$3.07M 1.66%
+100,426
New +$3.07M
XLB icon
14
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$3.04M 1.64%
+71,488
New +$2.86M
XLRE icon
15
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$2.31M 1.24%
+60,168
New +$2.16M
MSFT icon
16
Microsoft
MSFT
$2.84T
$1.98M 1.07%
+4,908
New +$1.75M
NVDA icon
17
NVIDIA
NVDA
$5.01T
$1.49M 0.8%
+20,460
New +$948K
AMZN icon
18
Amazon
AMZN
$2.5T
$1.25M 0.67%
+7,349
New +$1.03M
IBM icon
19
IBM
IBM
$202B
$828K 0.45%
+4,413
New +$667K
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.07T
$783K 0.42%
+1,929
New +$677K
AMD icon
21
Advanced Micro Devices
AMD
$851B
$716K 0.39%
+4,119
New +$485K
IYW icon
22
iShares US Technology ETF
IYW
$23.7B
$648K 0.35%
+4,951
New +$561K
META icon
23
Meta Platforms (Facebook)
META
$1.51T
$533K 0.29%
+1,126
New +$367K
LLY icon
24
Eli Lilly
LLY
$1.07T
$506K 0.27%
+646
New +$377K
UNH icon
25
UnitedHealth
UNH
$382B
$329K 0.18%
+632
New +$337K

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IMZ Advisory's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for IMZ Advisory, which disclosed 34 positions worth $186M. Its ten largest holdings account for 85% of the portfolio.

Its largest position is State Street Technology Select Sector SPDR ETF: 376,942 shares worth $38.2M.

By sector, the portfolio is most concentrated in Technology at 4.6% of assets, followed by Consumer Discretionary and Healthcare.

  • IMZ Advisory's largest Q4 2023 buy was State Street Technology Select Sector SPDR ETF: 376,942 shares worth $38.2M.
  • IMZ Advisory's ten largest holdings make up 85% of its $186M portfolio in Q4 2023.
  • IMZ Advisory disclosed 34 positions in Q4 2023, its first 13F filing on record.

Based on IMZ Advisory's 13F filing for Q4 2023, filed 2 Apr 2024.