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
326
$273K 0.05%
7,140
327
$272K 0.05%
5,138
-60
328
$272K 0.05%
2,335
-28
329
$271K 0.05%
6,275
-79
330
$268K 0.05%
5,954
-71
331
$268K 0.05%
7,824
332
$267K 0.05%
6,112
-73
333
$266K 0.05%
3,920
-46
334
$265K 0.05%
7,434
335
$264K 0.05%
1,712
-21
336
$264K 0.05%
375
-5
337
$263K 0.05%
958
-12
338
$261K 0.05%
3,335
-55
339
$261K 0.05%
5,207
-65
340
$261K 0.05%
10,776
341
$260K 0.05%
1,846
-23
342
$255K 0.05%
13,524
343
$254K 0.05%
6,408
-108
344
$253K 0.05%
1,752
-22
345
$252K 0.05%
2,819
-36
346
$251K 0.05%
10,052
-129
347
$249K 0.05%
4,115
-59
348
$248K 0.05%
1,846
349
$248K 0.05%
6,373
-84
350
$247K 0.05%
6,972
-142
12 13
14
15 16