IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
-12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
-$515K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$772K
3
+$467K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$409K
5
GPN icon
Global Payments
GPN
+$341K

Top Sells

1
+$782K
2
+$550K
3
+$517K
4
AAPL icon
Apple
AAPL
+$467K
5
AR icon
Antero Resources
AR
+$434K

Sector Composition

1 Technology 15.36%
2 Financials 11.98%
3 Healthcare 10.54%
4 Communication Services 7.99%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$420K 0.08%
4,719
-60
227
$420K 0.08%
3,561
-28
228
$418K 0.08%
5,720
+157
229
$415K 0.08%
1,721
-21
230
$414K 0.08%
3,189
-38
231
$413K 0.08%
3,617
-45
232
$412K 0.08%
2,757
-33
233
$412K 0.08%
2,500
-30
234
$412K 0.08%
4,261
-33
235
$410K 0.08%
378
-7
236
$410K 0.08%
1,477
-15
237
$409K 0.08%
4,394
-69
238
$409K 0.08%
4,938
-50
239
$407K 0.08%
6,083
-67
240
$405K 0.08%
3,546
-36
241
$404K 0.08%
7,473
-111
242
$397K 0.07%
2,905
-74
243
$396K 0.07%
4,512
-36
244
$394K 0.07%
2,470
-43
245
$387K 0.07%
2,449
-30
246
$385K 0.07%
2,367
-22
247
$382K 0.07%
1,982
-22
248
$381K 0.07%
2,567
249
$381K 0.07%
4,418
-52
250
$378K 0.07%
9,964
-149
8 9
10
11 12