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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
401
$10K 0.01%
+18
402
$10K 0.01%
+169
403
$10K 0.01%
+25
404
$10K 0.01%
+199
405
$10K 0.01%
+5,000
406
$10K 0.01%
+450
407
$10K 0.01%
+62
408
$10K 0.01%
+778
409
$10K 0.01%
+33
410
$10K 0.01%
+110
411
$10K 0.01%
+111
412
$9K 0.01%
+391
413
$9K 0.01%
+3,310
414
$9K 0.01%
+224
415
$9K 0.01%
+113
416
$9K 0.01%
+44
417
$9K 0.01%
+180
418
$9K 0.01%
+200
419
$9K 0.01%
+132
420
$8K 0.01%
+29
421
$8K 0.01%
+1,480
422
$8K 0.01%
+77
423
$8K 0.01%
+40
424
$8K 0.01%
+123
425
$8K 0.01%
+125
15 16
17
18 19