IRC
Investors Research Corp Portfolio holdings
AUM $510M
1-Year Return
11.61%
This Quarter Return
+9.92%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$217M
AUM Growth
+$19.6M
(+10%)
Cap. Flow
+$3.27M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
9.33%
Holding
1,151
New
21
Increased
79
Reduced
126
Closed
27
Top Buys
Top Sells
| 1 |
Koppers
KOP
|
+$325K |
| 2 |
Microsoft
MSFT
|
+$276K |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
+$249K |
| 4 |
Federal Signal
FSS
|
+$184K |
| 5 |
Comcast
CMCSA
|
+$169K |
Sector Composition
| 1 | Consumer Discretionary | 14.92% |
| 2 | Technology | 12.58% |
| 3 | Industrials | 11.85% |
| 4 | Materials | 9.59% |
| 5 | Financials | 8.25% |