IAM

Ion Asset Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$72.9M
2 +$70M
3 +$51.6M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$36.6M
5
PRGO icon
Perrigo
PRGO
+$33.1M

Top Sells

1 +$60.5M
2 +$42.8M
3 +$36.5M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
SBLK icon
Star Bulk Carriers
SBLK
+$28M

Sector Composition

1 Healthcare 42.93%
2 Technology 23.21%
3 Industrials 9.65%
4 Energy 8.18%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-70,000