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
201
$482K 0.09%
7,759
-84
202
$478K 0.09%
5,058
-34
203
$470K 0.09%
16,223
-181
204
$469K 0.09%
6,813
-77
205
$468K 0.09%
17,610
-360
206
$466K 0.09%
6,319
-69
207
$462K 0.09%
4,863
-37
208
$461K 0.09%
2,143
-19
209
$458K 0.09%
10,899
-76
210
$456K 0.09%
3,702
-39
211
$453K 0.09%
3,140
-26
212
$448K 0.08%
18,637
-217
213
$446K 0.08%
13,069
-270
214
$444K 0.08%
23,463
-472
215
$444K 0.08%
7,667
-56
216
$440K 0.08%
4,503
-82
217
$438K 0.08%
7,589
-57
218
$438K 0.08%
371
-3
219
$433K 0.08%
15,173
-141
220
$432K 0.08%
17,908
-212
221
$432K 0.08%
3,245
-37
222
$431K 0.08%
2,529
-29
223
$431K 0.08%
12,690
224
$429K 0.08%
3,621
-45
225
$422K 0.08%
4,937
7 8
9
10 11