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
376
$221K 0.04%
1,892
-27
377
$220K 0.04%
1,765
-30
378
$220K 0.04%
2,054
-30
379
$219K 0.04%
1,211
-18
380
$219K 0.04%
8,127
-118
381
$219K 0.04%
7,897
-178
382
$218K 0.04%
2,741
-40
383
$216K 0.04%
863
-13
384
$215K 0.04%
4,564
-67
385
$215K 0.04%
+1,717
386
$214K 0.04%
9,075
-225
387
$214K 0.04%
2,151
-32
388
$213K 0.04%
+7,247
389
$212K 0.04%
22,172
-331
390
$211K 0.04%
+1,775
391
$210K 0.04%
+4,334
392
$209K 0.04%
6,615
-104
393
$209K 0.04%
2,637
-41
394
$208K 0.04%
16,654
-258
395
$207K 0.04%
5,540
-84
396
$207K 0.04%
4,014
-62
397
$206K 0.04%
6,819
-106
398
$206K 0.04%
+4,073
399
$206K 0.04%
1,746
-27
400
$206K 0.04%
1,805
-28
14 15
16
17 18