IAG

Investmark Advisory Group Portfolio holdings

AUM $231M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
-$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$989K
3 +$461K
4
HSY icon
Hershey
HSY
+$441K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$371K

Top Sells

1 +$2.17M
2 +$885K
3 +$695K
4
AMZN icon
Amazon
AMZN
+$373K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$324K

Sector Composition

1 Technology 10.52%
2 Consumer Staples 9.55%
3 Healthcare 5.27%
4 Consumer Discretionary 4.25%
5 Communication Services 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-442