IRC
Investors Research Corp Portfolio holdings
AUM $510M
1-Year Return
11.61%
This Quarter Return
-29.62%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$160M
AUM Growth
-$56.6M
(-26%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
9.32%
Top 10 Holdings %
Top 10 Hldgs %
10.34%
Holding
1,189
New
65
Increased
135
Reduced
183
Closed
45
Top Buys
| 1 |
Banco de Chile
BCH
|
+$812K |
| 2 |
United Parcel Service
UPS
|
+$759K |
| 3 |
US Bancorp
USB
|
+$707K |
| 4 |
BIG
Big Lots, Inc.
BIG
|
+$676K |
| 5 |
Canadian Imperial Bank of Commerce
CM
|
+$665K |
Top Sells
| 1 |
Copel
ELP
|
+$1.6M |
| 2 |
WAIR
WESCO Aircraft Holdings Inc.
WAIR
|
+$939K |
| 3 |
FirstEnergy
FE
|
+$934K |
| 4 |
Campbell Soup
CPB
|
+$814K |
| 5 |
Aecom
ACM
|
+$674K |
Sector Composition
| 1 | Technology | 12.26% |
| 2 | Consumer Discretionary | 11.49% |
| 3 | Industrials | 10.29% |
| 4 | Financials | 9.86% |
| 5 | Materials | 8.36% |
