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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
501
$5K 0.01%
+20
502
$5K 0.01%
+80
503
$5K 0.01%
+65
504
$5K 0.01%
+16
505
$5K 0.01%
+64
506
$5K 0.01%
+300
507
$5K 0.01%
+240
508
$5K 0.01%
+266
509
$5K 0.01%
+90
510
$5K 0.01%
+15
511
$5K 0.01%
+38
512
$5K 0.01%
+105
513
$5K 0.01%
+35
514
$5K 0.01%
+54
515
$5K 0.01%
+99
516
$5K 0.01%
+5
517
$5K 0.01%
+104
518
$5K 0.01%
+125
519
$5K 0.01%
+48
520
$5K 0.01%
+114
521
$5K 0.01%
+600
522
$5K 0.01%
+35
523
$5K 0.01%
+226
524
$5K 0.01%
+60
525
$5K 0.01%
+202
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