IIM

InTrack Investment Management Portfolio holdings

AUM $179M
1-Year Est. Return 19.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.7M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$3.82M
2 +$721K
3 +$708K
4
WMT icon
Walmart Inc
WMT
+$534K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$486K

Top Sells

1 +$1.19M
2 +$945K
3 +$815K
4
FTNT icon
Fortinet
FTNT
+$655K
5
T icon
AT&T
T
+$653K

Sector Composition

1 Technology 23.16%
2 Healthcare 11.76%
3 Industrials 8.93%
4 Financials 7.16%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,649