IIM

InTrack Investment Management Portfolio holdings

AUM $149M
1-Year Est. Return 18.41%
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$1.22M
3 +$1.09M
4
GE icon
GE Aerospace
GE
+$1.06M
5
LOGI icon
Logitech
LOGI
+$990K

Top Sells

1 +$1.48M
2 +$1.04M
3 +$969K
4
FTNT icon
Fortinet
FTNT
+$965K
5
SCHW icon
Charles Schwab
SCHW
+$930K

Sector Composition

1 Technology 26.85%
2 Healthcare 10.79%
3 Industrials 8.3%
4 Financials 7.17%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,150
127
-6,323
128
-5,175
129
-5,530