IA
IMZ Advisory Portfolio holdings
AUM
$250M
This Quarter Return
+9.96%
1 Year Return
+14.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.28%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.63% |
| 2 | Consumer Discretionary | 0.79% |
| 3 | Healthcare | 0.59% |
| 4 | Financials | 0.56% |
| 5 | Communication Services | 0.43% |
