IC

Intersect Capital Portfolio holdings

AUM $331M
1-Year Est. Return 6.83%
This Quarter Est. Return
1 Year Est. Return
-6.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$10.3M
3 +$4.68M
4
INTC icon
Intel
INTC
+$4.45M
5
T icon
AT&T
T
+$4.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.68%
2 Energy 8.75%
3 Communication Services 8.17%
4 Healthcare 7.25%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$98K 0.08%
+757
127
$98K 0.08%
+962
128
$97K 0.08%
+1,379
129
$95K 0.08%
+3,256
130
$94K 0.08%
+3,341
131
$93K 0.08%
+1,000
132
$93K 0.08%
+2,000
133
$92K 0.08%
+2,000
134
$92K 0.08%
+1,130
135
$89K 0.07%
+699
136
$85K 0.07%
+4,569
137
$83K 0.07%
+6,032
138
$82K 0.07%
+2,405
139
$81K 0.07%
+1,123
140
$80K 0.07%
+3,200
141
$80K 0.07%
+850
142
$80K 0.07%
+526
143
$80K 0.07%
+2,551
144
$79K 0.07%
+633
145
$79K 0.07%
+1,004
146
$78K 0.07%
+1,094
147
$77K 0.06%
+2,700
148
$77K 0.06%
+738
149
$76K 0.06%
+1,855
150
$75K 0.06%
+2,234