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IIM

IFC & Insurance Marketing Portfolio holdings

AUM $114M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.16M
3
+$6.06M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.01M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.15%
2 Consumer Discretionary 3.85%
3 Industrials 1.52%
4 Financials 1.23%
5 Energy 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.03%
+135
227
$31K 0.03%
+449
228
$31K 0.03%
+600
229
$31K 0.03%
+716
230
$31K 0.03%
+329
231
$31K 0.03%
+293
232
$31K 0.03%
+301
233
$30K 0.03%
+391
234
$29K 0.03%
+95
235
$29K 0.03%
+127
236
$29K 0.03%
+393
237
$28K 0.03%
+690
238
$28K 0.03%
+3,970
239
$28K 0.03%
+566
240
$28K 0.03%
+287
241
$28K 0.03%
+132
242
$28K 0.03%
+153
243
$28K 0.03%
+660
244
$27K 0.03%
+200
245
$27K 0.03%
+260
246
$27K 0.03%
+734
247
$26K 0.03%
+879
248
$26K 0.03%
+335
249
$26K 0.03%
+81
250
$26K 0.03%
+1,090
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