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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
376
$11K 0.01%
+16
377
$11K 0.01%
+190
378
$11K 0.01%
+250
379
$11K 0.01%
+116
380
$11K 0.01%
+900
381
$11K 0.01%
+39
382
$11K 0.01%
+52
383
$11K 0.01%
+101
384
$11K 0.01%
+271
385
$11K 0.01%
+215
386
$11K 0.01%
+375
387
$11K 0.01%
+70
388
$11K 0.01%
+238
389
$10K 0.01%
+84
390
$10K 0.01%
+495
391
$10K 0.01%
+131
392
$10K 0.01%
+300
393
$10K 0.01%
+314
394
$10K 0.01%
+423
395
$10K 0.01%
+281
396
$10K 0.01%
+407
397
$10K 0.01%
+190
398
$10K 0.01%
+130
399
$10K 0.01%
+218
400
$10K 0.01%
+28
14 15
16
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