IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.08M
3
+$594K
4
KHC icon
Kraft Heinz
KHC
+$532K
5
DRI icon
Darden Restaurants
DRI
+$474K

Top Sells

1
+$1.86M
2
+$1.72M
3
+$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$764K

Sector Composition

1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-191
1102
$0 ﹤0.01%
640
-8
1103
$0 ﹤0.01%
23
1104
– –
-250
1105
– –
-60
1106
– –
-13
1107
$0 ﹤0.01%
8
1108
$0 ﹤0.01%
3
1109
$0 ﹤0.01%
28
1110
$0 ﹤0.01%
4
1111
$0 ﹤0.01%
+7
1112
– –
-7
1113
$0 ﹤0.01%
100
1114
– –
-16
1115
– –
-350
1116
$0 ﹤0.01%
32
1117
$0 ﹤0.01%
4
+2
1118
– –
-58
1119
$0 ﹤0.01%
+3
1120
– –
-100
1121
– –
-134
1122
– –
-460
1123
– –
-240
1124
– –
-350
1125
– –
-38,875
43 44
45
46 47