ICA Group Wealth Management LLC Fund Performance

FundPortfolio ManagerPerformance 24Q2AUM# of HoldingsPerformance Rank Allocation
ICA Group Wealth Management LLCICA Group Wealth Management LLC4.12%$166672000 793 N/A

Top Holdings Performance History

ICA Group Wealth Management LLC Holdings Map

Top 50 ICA Group Wealth Management LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q2 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q2 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

ICA Group Wealth Management LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds