IMA

Investment Management Associates Portfolio holdings

AUM $336M
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$9.54M
3 +$8.59M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$8.29M
5
MO icon
Altria Group
MO
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.74%
2 Healthcare 19.52%
3 Consumer Discretionary 9.05%
4 Consumer Staples 7.84%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$60K 0.04%
+12,465
52
0