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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
626
$2K ﹤0.01%
+19
627
$2K ﹤0.01%
+23
628
$2K ﹤0.01%
+40
629
$2K ﹤0.01%
+7
630
$2K ﹤0.01%
+29
631
$2K ﹤0.01%
+16
632
$2K ﹤0.01%
+47
633
$2K ﹤0.01%
+100
634
$2K ﹤0.01%
+25
635
$2K ﹤0.01%
+66
636
$2K ﹤0.01%
+4
637
$2K ﹤0.01%
+67
638
$2K ﹤0.01%
+35
639
$2K ﹤0.01%
+51
640
$2K ﹤0.01%
+63
641
$2K ﹤0.01%
+50
642
$2K ﹤0.01%
+60
643
$2K ﹤0.01%
+34
644
$2K ﹤0.01%
+31
645
$2K ﹤0.01%
+12
646
$2K ﹤0.01%
+32
647
$2K ﹤0.01%
+13
648
$2K ﹤0.01%
+38
649
$2K ﹤0.01%
+15
650
$2K ﹤0.01%
+33
24 25
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