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
251
$374K 0.07%
3,901
-48
252
$373K 0.07%
4,949
253
$372K 0.07%
3,041
-40
254
$372K 0.07%
5,005
-43
255
$370K 0.07%
4,834
-100
256
$370K 0.07%
5,076
-57
257
$365K 0.07%
4,082
-483
258
$365K 0.07%
7,824
-80
259
$363K 0.07%
5,763
-51
260
$359K 0.07%
6,114
+214
261
$357K 0.07%
7,853
-71
262
$355K 0.07%
1,304
-15
263
$354K 0.07%
12,640
-141
264
$351K 0.07%
8,555
-97
265
$350K 0.07%
11,104
-130
266
$349K 0.07%
5,204
-100
267
$349K 0.07%
1,811
-22
268
$349K 0.07%
7,136
269
$347K 0.07%
5,192
270
$346K 0.07%
3,956
-42
271
$345K 0.06%
2,776
-30
272
$344K 0.06%
2,219
-24
273
$344K 0.06%
11,866
-140
274
$340K 0.06%
3,786
-37
275
$338K 0.06%
5,716
-71
9 10
11
12 13