IIM

Invariant Investment Management Portfolio holdings

AUM $156M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$20.6M
3 +$16.2M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$15.1M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$9.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.86%
2 Consumer Discretionary 3.41%
3 Financials 2.12%
4 Healthcare 2.01%
5 Consumer Staples 1.75%