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
26
$3.44M 0.65%
76,251
-804
27
$3.41M 0.64%
15,683
-170
28
$3.4M 0.64%
8,930
-95
29
$3.38M 0.64%
67,061
-1,948
30
$3.32M 0.62%
97,402
-1,067
31
$2.95M 0.56%
21,539
-248
32
$2.8M 0.53%
70,887
-753
33
$2.76M 0.52%
12,852
-136
34
$2.65M 0.5%
38,344
-1,232
35
$2.51M 0.47%
23,140
-233
36
$2.44M 0.46%
29,147
-305
37
$2.36M 0.44%
8,537
-86
38
$2.19M 0.41%
7,616
-78
39
$2.16M 0.41%
15,539
-167
40
$2.1M 0.4%
38,179
-1,259
41
$2.1M 0.39%
20,237
-209
42
$2.08M 0.39%
10,831
-110
43
$2.08M 0.39%
22,182
-223
44
$2.07M 0.39%
13,959
+1,154
45
$2.07M 0.39%
12,235
-255
46
$2M 0.38%
10,340
-268
47
$2M 0.38%
6,863
-71
48
$1.99M 0.38%
26,263
-283
49
$1.99M 0.37%
12,294
-127
50
$1.91M 0.36%
22,213
-217
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