IAM

Innovis Asset Management Portfolio holdings

AUM $260M
1-Year Est. Return 28.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$5.43M
2 +$3.38M
3 +$3.16M
4
ENPH icon
Enphase Energy
ENPH
+$2.74M
5
EMR icon
Emerson Electric
EMR
+$2.28M

Top Sells

1 +$2.88M
2 +$1.7M
3 +$1.35M
4
PSTG icon
Everpure, Inc.
PSTG
+$1.21M
5
V icon
Visa
V
+$1.14M

Sector Composition

1 Technology 28.58%
2 Healthcare 22.06%
3 Financials 9.69%
4 Energy 8.61%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-62,476