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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
451
$7K 0.01%
+125
452
$7K 0.01%
+11
453
$7K 0.01%
+27
454
$7K 0.01%
+101
455
$7K 0.01%
+100
456
$7K 0.01%
+65
457
$7K 0.01%
+151
458
$7K 0.01%
+250
459
$7K 0.01%
+85
460
$7K 0.01%
+185
461
$7K 0.01%
+1,550
462
$7K 0.01%
+60
463
$7K 0.01%
+46
464
$7K 0.01%
+204
465
$7K 0.01%
+114
466
$6K 0.01%
+24
467
$6K 0.01%
+240
468
$6K 0.01%
+151
469
$6K 0.01%
+195
470
$6K 0.01%
+64
471
$6K 0.01%
+200
472
$6K 0.01%
+100
473
$6K 0.01%
+18
474
$6K 0.01%
+175
475
$6K 0.01%
+250
17 18
19
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