IMC

Investment Management Corporation Portfolio holdings

AUM $119M
1-Year Est. Return 19.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$832K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$790K
2
+$736K
3
+$451K
4
MCO icon
Moody's
MCO
+$446K
5
PPC icon
Pilgrim's Pride
PPC
+$443K

Top Sells

1
+$3.58M
2
+$689K
3
+$458K
4
HSY icon
Hershey
HSY
+$298K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$276K

Sector Composition

1 Consumer Discretionary 22.61%
2 Technology 4.06%
3 Financials 3.51%
4 Communication Services 1.74%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$398K 0.36%
+5,480
52
$387K 0.35%
2,474
+434
53
$378K 0.34%
2,108
54
$303K 0.27%
2,385
+494
55
$236K 0.21%
998
+2
56
$208K 0.19%
1,608
57
$193K 0.17%
4,252
+533
58
$174K 0.16%
8,349
-854
59
$152K 0.14%
4,926
60
$149K 0.13%
5,254
+925
61
$137K 0.12%
3,318
+515
62
$105K 0.09%
614
+103
63
$103K 0.09%
1,439
64
$98.2K 0.09%
226
65
$95.5K 0.09%
1,000
66
$89.5K 0.08%
2,580
+25
67
$65K 0.06%
2,317
-2,483
68
$59K 0.05%
1,895
69
$58.4K 0.05%
1,546
70
$57.3K 0.05%
1,600
71
$57.3K 0.05%
221
+74
72
$55.9K 0.05%
1,502
73
$55.1K 0.05%
628
+16
74
$55K 0.05%
111
+2
75
$53K 0.05%
1,896
1 2
3
4 5