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
76
$48.6K 0.04%
575
-55
77
$48.4K 0.04%
223
78
$45.7K 0.04%
87
-1
79
$44.8K 0.04%
747
+449
80
$44.3K 0.04%
301
+191
81
$44.2K 0.04%
67
82
$43.8K 0.04%
350
+3
83
$43.5K 0.04%
509
+315
84
$40.5K 0.04%
420
-45
85
$40.5K 0.04%
1,828
+1,206
86
$39.4K 0.04%
236
+149
87
$39.3K 0.04%
569
+357
88
$36.8K 0.03%
596
+353
89
$36.6K 0.03%
1,123
+709
90
$36.2K 0.03%
403
+238
91
$35.6K 0.03%
392
+248
92
$35.4K 0.03%
619
+385
93
$34.9K 0.03%
313
+198
94
$34.7K 0.03%
1,141
+669
95
$34.1K 0.03%
205
96
$34K 0.03%
742
+463
97
$33.9K 0.03%
61
+5
98
$32.6K 0.03%
2,409
+19
99
$31.5K 0.03%
460
100
$30.8K 0.03%
397
+268
2 3
4
5 6