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
276
$336K 0.06%
5,543
-53
277
$336K 0.06%
4,933
-96
278
$335K 0.06%
10,096
-109
279
$332K 0.06%
21,223
280
$331K 0.06%
22,176
-208
281
$331K 0.06%
7,134
-88
282
$330K 0.06%
19,650
-250
283
$329K 0.06%
1,006
-10
284
$328K 0.06%
2,075
-42
285
$327K 0.06%
11,042
286
$324K 0.06%
3,667
-73
287
$324K 0.06%
3,312
-41
288
$323K 0.06%
2,565
-36
289
$321K 0.06%
3,492
-38
290
$320K 0.06%
5,172
291
$317K 0.06%
20,885
-428
292
$317K 0.06%
11,434
-135
293
$316K 0.06%
19,322
-196
294
$314K 0.06%
12,195
-150
295
$311K 0.06%
5,419
-64
296
$309K 0.06%
11,271
-122
297
$308K 0.06%
2,374
-28
298
$305K 0.06%
2,016
-24
299
$304K 0.06%
4,604
300
$304K 0.06%
1,612
-20
10 11
12
13 14