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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
276
$21K 0.02%
+414
277
$20K 0.02%
+524
278
$20K 0.02%
+425
279
$20K 0.02%
+218
280
$20K 0.02%
+310
281
$20K 0.02%
+185
282
$20K 0.02%
+130
283
$20K 0.02%
+110
284
$20K 0.02%
+603
285
$20K 0.02%
+445
286
$20K 0.02%
+90
287
$20K 0.02%
+147
288
$20K 0.02%
+319
289
$19K 0.02%
+22
290
$19K 0.02%
+243
291
$19K 0.02%
+300
292
$19K 0.02%
+56
293
$19K 0.02%
+100
294
$19K 0.02%
+63
295
$19K 0.02%
+119
296
$19K 0.02%
+261
297
$19K 0.02%
+1,106
298
$19K 0.02%
+91
299
$18K 0.02%
+181
300
$18K 0.02%
+160
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