IAM

Integre Asset Management Portfolio holdings

AUM $177M
1-Year Est. Return 32.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.9M
3
+$11.1M
4
LYB icon
LyondellBasell Industries
LYB
+$10.6M
5
APD icon
Air Products & Chemicals
APD
+$9.41M

Top Sells

1
+$11.5M
2
+$11.3M
3
+$10.4M
4
AVP
Avon Products, Inc.
AVP
+$9.86M
5
TUP
Tupperware Brands Corporation
TUP
+$9.57M

Sector Composition

1 Industrials 22.2%
2 Technology 15.2%
3 Consumer Discretionary 14.9%
4 Financials 10.73%
5 Healthcare 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
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