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
201
– –
-5,307
202
– –
-210
203
– –
-171
204
– –
-181
205
– –
-7
5 6 7 8
9