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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
251
$26K 0.03%
+1,759
252
$25K 0.02%
+450
253
$25K 0.02%
+913
254
$25K 0.02%
+251
255
$25K 0.02%
+90
256
$24K 0.02%
+90
257
$24K 0.02%
+319
258
$24K 0.02%
+382
259
$23K 0.02%
+704
260
$23K 0.02%
+4,587
261
$23K 0.02%
+501
262
$23K 0.02%
+2,000
263
$23K 0.02%
+271
264
$23K 0.02%
+354
265
$23K 0.02%
+195
266
$22K 0.02%
+271
267
$22K 0.02%
+369
268
$21K 0.02%
+177
269
$21K 0.02%
+301
270
$21K 0.02%
+1,304
271
$21K 0.02%
+31
272
$21K 0.02%
+99
273
$21K 0.02%
+58
274
$21K 0.02%
+1,448
275
$21K 0.02%
+299
9 10
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