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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
326
$15K 0.01%
+59
327
$15K 0.01%
+75
328
$15K 0.01%
+250
329
$15K 0.01%
+149
330
$15K 0.01%
+335
331
$15K 0.01%
+809
332
$15K 0.01%
+160
333
$15K 0.01%
+155
334
$15K 0.01%
+513
335
$14K 0.01%
+51
336
$14K 0.01%
+44
337
$14K 0.01%
+3,906
338
$14K 0.01%
+155
339
$14K 0.01%
+95
340
$14K 0.01%
+842
341
$14K 0.01%
+342
342
$14K 0.01%
+216
343
$14K 0.01%
+120
344
$14K 0.01%
+990
345
$14K 0.01%
+39
346
$14K 0.01%
+85
347
$14K 0.01%
+315
348
$14K 0.01%
+500
349
$13K 0.01%
+52
350
$13K 0.01%
+377
12 13
14
15 16