ICM

Innovator Capital Management Portfolio holdings

AUM $6.51M
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$344K
2 +$311K
3 +$289K
4
AVGO icon
Broadcom
AVGO
+$200K

Top Sells

No sells this quarter

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$344K 30.07%
+1,477
2
$311K 27.14%
+722
3
$289K 25.27%
+2,382
4
$200K 17.51%
+1,162