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
$99.9M
AUM Growth
+$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$1.13M
3 +$928K
4
TSN icon
Tyson Foods
TSN
+$924K
5
XOM icon
Exxon Mobil
XOM
+$783K

Top Sells

1 +$1.07M
2 +$933K
3 +$834K
4
ETN icon
Eaton
ETN
+$686K
5
TJX icon
TJX Companies
TJX
+$628K

Sector Composition

1 Technology 18.84%
2 Healthcare 11.49%
3 Financials 7.58%
4 Industrials 7.06%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,300
127
-15,246
128
-3,726
129
-5,423
130
-1,500
131
-15,851
132
-4,498