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
351
$246K 0.05%
3,698
-88
352
$245K 0.05%
15,480
-256
353
$243K 0.05%
12,108
-160
354
$243K 0.05%
4,019
-54
355
$242K 0.05%
3,511
-47
356
$242K 0.05%
4,234
-56
357
$240K 0.05%
4,443
-64
358
$240K 0.05%
707
-10
359
$238K 0.04%
4,668
-66
360
$233K 0.04%
4,991
361
$232K 0.04%
7,695
-106
362
$232K 0.04%
2,826
-39
363
$232K 0.04%
2,866
-40
364
$232K 0.04%
1,041
-29
365
$228K 0.04%
15,954
-222
366
$227K 0.04%
+7,387
367
$226K 0.04%
1,739
-24
368
$225K 0.04%
2,460
-36
369
$224K 0.04%
13,951
370
$224K 0.04%
2,542
-36
371
$224K 0.04%
5,730
372
$223K 0.04%
1,884
-27
373
$222K 0.04%
10,962
374
$221K 0.04%
2,976
-44
375
$221K 0.04%
2,218
-32
13 14
15
16 17