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
$538M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.88M
3
+$4.56M
4
META icon
Meta Platforms (Facebook)
META
+$4.28M
5
XOM icon
Exxon Mobil
XOM
+$4.04M

Top Sells

1
+$10.8M
2
+$5.99M
3
+$2.68M
4
VTLE icon
Vital Energy
VTLE
+$702K
5
YHOO
Yahoo Inc
YHOO
+$599K

Sector Composition

1 Financials 16.34%
2 Technology 15.78%
3 Healthcare 14.82%
4 Communication Services 10.4%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$230K 0.04%
2,294
+583
302
$228K 0.04%
3,375
+854
303
$225K 0.04%
3,918
+830
304
$225K 0.04%
2,020
+445
305
$224K 0.04%
2,087
+523
306
$224K 0.04%
4,190
+1,067
307
$223K 0.04%
4,968
+957
308
$223K 0.04%
6,982
+1,768
309
$223K 0.04%
924
+238
310
$222K 0.04%
2,353
+519
311
$222K 0.04%
2,572
+660
312
$221K 0.04%
+376
313
$221K 0.04%
3,630
+1,634
314
$217K 0.04%
3,399
+773
315
$216K 0.04%
+5,116
316
$216K 0.04%
3,324
+766
317
$216K 0.04%
+5,473
318
$216K 0.04%
+9,151
319
$215K 0.04%
6,000
+1,131
320
$214K 0.04%
2,976
+653
321
$213K 0.04%
2,458
+624
322
$213K 0.04%
+2,276
323
$212K 0.04%
2,322
+584
324
$210K 0.04%
+5,963
325
$210K 0.04%
+1,142
11 12
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