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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
526
$5K 0.01%
+43
527
$5K 0.01%
+32
528
$5K 0.01%
+22
529
$5K 0.01%
+18
530
$5K 0.01%
+67
531
$5K 0.01%
+64
532
$5K 0.01%
+36
533
$5K 0.01%
+238
534
$5K 0.01%
+55
535
$5K 0.01%
+57
536
$4K ﹤0.01%
+143
537
$4K ﹤0.01%
+86
538
$4K ﹤0.01%
+300
539
$4K ﹤0.01%
+89
540
$4K ﹤0.01%
+59
541
$4K ﹤0.01%
+36
542
$4K ﹤0.01%
+59
543
$4K ﹤0.01%
+58
544
$4K ﹤0.01%
+83
545
$4K ﹤0.01%
+36
546
$4K ﹤0.01%
+161
547
$4K ﹤0.01%
+10
548
$4K ﹤0.01%
+89
549
$4K ﹤0.01%
+28
550
$4K ﹤0.01%
+17
20 21
22
23 24