IAM

Integre Asset Management Portfolio holdings

AUM $177M
1-Year Est. Return 32.31%
This Quarter Est. Return
1 Year Est. Return
+32.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$421M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.6M
3
+$10.2M
4
PAY
Verifone Systems Inc
PAY
+$8.91M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$7.28M

Top Sells

1
+$12.1M
2
+$11.5M
3
+$9.84M
4
MCD icon
McDonald's
MCD
+$9.79M
5
TGNA icon
TEGNA Inc
TGNA
+$8.96M

Sector Composition

1 Consumer Discretionary 20.18%
2 Technology 17.43%
3 Financials 13.55%
4 Industrials 13.4%
5 Healthcare 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
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