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
76
$1.3M 0.24%
31,711
-343
77
$1.28M 0.24%
23,028
-226
78
$1.28M 0.24%
7,907
-78
79
$1.23M 0.23%
7,606
-76
80
$1.23M 0.23%
22,144
-337
81
$1.22M 0.23%
9,679
-150
82
$1.22M 0.23%
12,260
-126
83
$1.2M 0.22%
5,767
-93
84
$1.19M 0.22%
4,830
-48
85
$1.16M 0.22%
2,820
-29
86
$1.15M 0.22%
6,405
-60
87
$1.15M 0.22%
5,443
-63
88
$1.14M 0.21%
20,009
-332
89
$1.12M 0.21%
13,792
-140
90
$1.09M 0.21%
4,452
-44
91
$1.08M 0.2%
4,493
-46
92
$1.08M 0.2%
8,637
-90
93
$1.07M 0.2%
11,207
-120
94
$1.05M 0.2%
4,139
+9
95
$1.02M 0.19%
3,828
-43
96
$1.02M 0.19%
9,518
-90
97
$989K 0.19%
16,006
-173
98
$985K 0.19%
5,852
-87
99
$970K 0.18%
40,308
100
$967K 0.18%
6,897
-114
2 3
4
5 6