IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
+3.4%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$396M
AUM Growth
+$11.2M
(+2.9%)
Cap. Flow
+$953K
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
20.02%
Holding
1,142
New
15
Increased
99
Reduced
119
Closed
55
Top Buys
| 1 |
CVS Health
CVS
|
+$895K |
| 2 |
Leggett & Platt
LEG
|
+$883K |
| 3 |
WRK
WestRock Company
WRK
|
+$638K |
| 4 |
HNI Corp
HNI
|
+$625K |
| 5 |
Fidelity National Information Services
FIS
|
+$532K |
Top Sells
| 1 |
KBR
KBR
|
+$1.34M |
| 2 |
Teck Resources
TECK
|
+$858K |
| 3 |
Flex
FLEX
|
+$799K |
| 4 |
Sanofi
SNY
|
+$747K |
| 5 |
ABB
ABB Ltd.
ABB
|
+$708K |
Sector Composition
| 1 | Financials | 9.01% |
| 2 | Consumer Discretionary | 8.83% |
| 3 | Technology | 6.48% |
| 4 | Industrials | 4.96% |
| 5 | Materials | 3.8% |
