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
$123M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$882K
3 +$855K
4
META icon
Meta Platforms (Facebook)
META
+$768K
5
AMZN icon
Amazon
AMZN
+$699K

Top Sells

1 +$1.84M
2 +$1.64M
3 +$1.26M
4
KEX icon
Kirby Corp
KEX
+$940K
5
BP icon
BP
BP
+$913K

Sector Composition

1 Technology 26.03%
2 Healthcare 11.1%
3 Industrials 8.94%
4 Financials 8.61%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-34,268
127
-45,186
128
-2,582