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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
426
$8K 0.01%
+45
427
$8K 0.01%
+400
428
$8K 0.01%
+190
429
$8K 0.01%
+400
430
$8K 0.01%
+64
431
$8K 0.01%
+17
432
$8K 0.01%
+200
433
$8K 0.01%
+20
434
$8K 0.01%
+444
435
$8K 0.01%
+2,000
436
$8K 0.01%
+90
437
$8K 0.01%
+74
438
$8K 0.01%
+159
439
$8K 0.01%
+110
440
$8K 0.01%
+540
441
$7K 0.01%
+42
442
$7K 0.01%
+13
443
$7K 0.01%
+13
444
$7K 0.01%
+26
445
$7K 0.01%
+20
446
$7K 0.01%
+4
447
$7K 0.01%
+151
448
$7K 0.01%
+100
449
$7K 0.01%
+8
450
$7K 0.01%
+35
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