IRM

Income Research & Management Portfolio holdings

AUM $169M
1-Year Est. Return 0.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$50.1M
2
+$39.6M
3
+$27.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.1M 2.49%
100,000
2
$5.04M 2.47%
100,000
3
$5.02M 2.45%
100,000
4
$2.08M 1.02%
50,000
5
$455K 0.22%
355
6
$442K 0.22%
358
7
– –
-705,962
8
– –
-720,997
9
– –
-403,862