IAG
Investmark Advisory Group Portfolio holdings
AUM
$213M
This Quarter Return
+4.44%
1 Year Return
+15.05%
3 Year Return
+51.73%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+10%)
Cap. Flow
+$9M
Cap. Flow
% of AUM
6.01%
Top 10 Holdings %
Top 10 Hldgs %
43.39%
Holding
109
New
9
Increased
66
Reduced
19
Closed
4
Top Buys
Top Sells
| 1 |
Citigroup
C
|
$331K |
| 2 |
Dine Brands
DIN
|
$213K |
| 3 |
Starbucks
SBUX
|
$213K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$151K |
| 5 |
Intuitive Surgical
ISRG
|
$110K |
Sector Composition
| 1 | Technology | 10.61% |
| 2 | Consumer Staples | 9.87% |
| 3 | Healthcare | 7.35% |
| 4 | Consumer Discretionary | 4.64% |
| 5 | Financials | 3.08% |
