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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
651
$2K ﹤0.01%
+9
652
$2K ﹤0.01%
+110
653
$2K ﹤0.01%
+194
654
$2K ﹤0.01%
+31
655
$2K ﹤0.01%
+41
656
$2K ﹤0.01%
+23
657
$2K ﹤0.01%
+20
658
$2K ﹤0.01%
+21
659
$2K ﹤0.01%
+33
660
$2K ﹤0.01%
+24
661
$2K ﹤0.01%
+5
662
$2K ﹤0.01%
+210
663
$2K ﹤0.01%
+11
664
$2K ﹤0.01%
+15
665
$2K ﹤0.01%
+6
666
$2K ﹤0.01%
+6
667
$2K ﹤0.01%
+7
668
$2K ﹤0.01%
+45
669
$2K ﹤0.01%
+26
670
$2K ﹤0.01%
+80
671
$2K ﹤0.01%
+8
672
$2K ﹤0.01%
+44
673
$2K ﹤0.01%
+7
674
$2K ﹤0.01%
+49
675
$2K ﹤0.01%
+16
25 26
27
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