IIM

Ivory Investment Management Portfolio holdings

AUM $496M
1-Year Est. Return 4.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.63B
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$96.2M
3
+$91.9M
4
AVGO icon
Broadcom
AVGO
+$86.3M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$76.4M

Top Sells

1
+$161M
2
+$131M
3
+$93.5M
4
MU icon
Micron Technology
MU
+$90.4M
5
MDT icon
Medtronic
MDT
+$89.4M

Sector Composition

1 Communication Services 17.64%
2 Consumer Discretionary 15.74%
3 Industrials 12.8%
4 Technology 10.37%
5 Energy 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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