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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
576
$3K ﹤0.01%
+100
577
$3K ﹤0.01%
+31
578
$3K ﹤0.01%
+46
579
$3K ﹤0.01%
+26
580
$3K ﹤0.01%
+39
581
$3K ﹤0.01%
+75
582
$3K ﹤0.01%
+35
583
$3K ﹤0.01%
+50
584
$3K ﹤0.01%
+107
585
$3K ﹤0.01%
+10
586
$3K ﹤0.01%
+111
587
$3K ﹤0.01%
+110
588
$3K ﹤0.01%
+104
589
$3K ﹤0.01%
+118
590
$3K ﹤0.01%
+121
591
$3K ﹤0.01%
+109
592
$3K ﹤0.01%
+112
593
$3K ﹤0.01%
+15
594
$3K ﹤0.01%
+13
595
$3K ﹤0.01%
+9
596
$3K ﹤0.01%
+23
597
$3K ﹤0.01%
+15
598
$3K ﹤0.01%
+11
599
$3K ﹤0.01%
+200
600
$3K ﹤0.01%
+28
22 23
24
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