IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$714K
2
+$650K
3
+$644K
4
TTE icon
TotalEnergies
TTE
+$612K
5
MATV icon
Mativ Holdings
MATV
+$519K

Top Sells

1
+$556K
2
+$441K
3
+$395K
4
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$381K
5
LXFR icon
Luxfer Holdings
LXFR
+$337K

Sector Composition

1 Consumer Discretionary 15.17%
2 Industrials 13.96%
3 Technology 12.56%
4 Materials 9.9%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-7,280
327
– –
-2,525
328
– –
-12,570
329
– –
-6,850
330
– –
-4,316
331
– –
-3,100
332
– –
-2,088
333
– –
-14,500
334
– –
-4,425
335
– –
-3,255
336
– –
-2,850
337
– –
-3,478
338
– –
-9,800
339
– –
-6,500
340
– –
-2,614
341
– –
-7,650
342
– –
-5,500
343
– –
-3,624
344
– –
-26,800
345
– –
-9,379
346
– –
-9,650
10 11 12 13
14