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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
601
$3K ﹤0.01%
+100
602
$3K ﹤0.01%
+70
603
$3K ﹤0.01%
+50
604
$3K ﹤0.01%
+260
605
$3K ﹤0.01%
+169
606
$3K ﹤0.01%
+28
607
$3K ﹤0.01%
+131
608
$3K ﹤0.01%
+100
609
$3K ﹤0.01%
+430
610
$3K ﹤0.01%
+18
611
$3K ﹤0.01%
+50
612
$3K ﹤0.01%
+25
613
$3K ﹤0.01%
+46
614
$3K ﹤0.01%
+15
615
$3K ﹤0.01%
+12
616
$3K ﹤0.01%
+38
617
$3K ﹤0.01%
+171
618
$3K ﹤0.01%
+23
619
$3K ﹤0.01%
+100
620
$3K ﹤0.01%
+70
621
$3K ﹤0.01%
+200
622
$2K ﹤0.01%
+225
623
$2K ﹤0.01%
+29
624
$2K ﹤0.01%
+15
625
$2K ﹤0.01%
+13
23 24
25
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