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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
26
$594K 0.59%
+1,498
27
$583K 0.58%
+7,178
28
$567K 0.56%
+2,196
29
$544K 0.54%
+2,358
30
$520K 0.52%
+847
31
$517K 0.51%
+1,644
32
$479K 0.48%
+19,081
33
$421K 0.42%
+1,508
34
$416K 0.41%
+8,220
35
$414K 0.41%
+3,532
36
$413K 0.41%
+16,966
37
$389K 0.39%
+4,702
38
$382K 0.38%
+11,652
39
$374K 0.37%
+4,088
40
$359K 0.36%
+1,158
41
$352K 0.35%
+2,925
42
$327K 0.32%
+676
43
$317K 0.31%
+9,705
44
$316K 0.31%
+1,454
45
$313K 0.31%
+948
46
$312K 0.31%
+10,225
47
$309K 0.31%
+1,736
48
$286K 0.28%
+28,650
49
$256K 0.25%
+4,476
50
$242K 0.24%
+2,130
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