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IIM

InTrack Investment Management Portfolio holdings

AUM $175M
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.19M
3
+$886K
4
MCK icon
McKesson
MCK
+$817K
5
AMD icon
Advanced Micro Devices
AMD
+$702K

Top Sells

1
+$1.77M
2
+$1.09M
3
+$922K
4
BG icon
Bunge Global
BG
+$753K
5
ELV icon
Elevance Health
ELV
+$727K

Sector Composition

1 Technology 26.81%
2 Healthcare 13.19%
3 Consumer Discretionary 6.71%
4 Consumer Staples 5.2%
5 Financials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.16%
1,650
127
$214K 0.15%
+7,603
128
$213K 0.15%
3,000
129
$204K 0.14%
368
130
$70.7K 0.05%
18,700
131
– –
-2,820
132
– –
-10,987
133
– –
-10,838
134
– –
-2,609
135
– –
-9,720
136
– –
-8,118
137
– –
-1,405
138
– –
-23,469
139
– –
-6,831
140
– –
-4,218
141
– –
-3,857
142
– –
-703
143
– –
-16,983
144
– –
-1,283
2 3 4 5
6