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
301
$303K 0.06%
10,833
-135
302
$303K 0.06%
4,843
-62
303
$302K 0.06%
4,479
-47
304
$302K 0.06%
1,978
305
$301K 0.06%
3,764
-40
306
$300K 0.06%
2,037
-41
307
$299K 0.06%
4,516
-49
308
$296K 0.06%
1,946
-35
309
$296K 0.06%
8,412
-92
310
$295K 0.06%
2,180
-25
311
$294K 0.06%
3,768
-44
312
$289K 0.05%
6,191
-68
313
$287K 0.05%
17,562
-198
314
$285K 0.05%
3,058
-50
315
$285K 0.05%
2,634
-30
316
$284K 0.05%
1,283
-15
317
$283K 0.05%
3,270
-40
318
$282K 0.05%
4,272
-49
319
$281K 0.05%
8,919
-103
320
$280K 0.05%
2,879
-33
321
$278K 0.05%
4,344
-50
322
$275K 0.05%
5,218
-65
323
$275K 0.05%
15,402
-183
324
$275K 0.05%
1,263
-15
325
$274K 0.05%
2,223
-27
11 12
13
14 15