IIM

IFC & Insurance Marketing Portfolio holdings

AUM $101M
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
ZTS icon
676
Zoetis
ZTS
$49.6B
$2K ﹤0.01%
+18
MSTY icon
677
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.06B
$2K ﹤0.01%
+58
ULTY icon
678
YieldMax Ultra Option Income Strategy ETF
ULTY
$874M
$2K ﹤0.01%
+44
DJT icon
679
Trump Media & Technology Group
DJT
$2.6B
$2K ﹤0.01%
+175
DGNX
680
Diginex Ltd
DGNX
$110M
$2K ﹤0.01%
+520
CRCL
681
Circle Internet Group
CRCL
$21.8B
$2K ﹤0.01%
+30
SOLS
682
Solstice Advanced Materials
SOLS
$13B
$2K ﹤0.01%
+37
ADM icon
683
Archer Daniels Midland
ADM
$33.6B
$1K ﹤0.01%
+16
AMT icon
684
American Tower
AMT
$83.6B
$1K ﹤0.01%
+5
APD icon
685
Air Products & Chemicals
APD
$66.5B
$1K ﹤0.01%
+5
ARKF icon
686
ARK Blockchain & Fintech Innovation ETF
ARKF
$772M
$1K ﹤0.01%
+29
BITB icon
687
Bitwise Bitcoin ETF
BITB
$2.81B
$1K ﹤0.01%
+20
BLK icon
688
Blackrock
BLK
$155B
$1K ﹤0.01%
+1
BUYW icon
689
Main BuyWrite ETF
BUYW
$1.12B
$1K ﹤0.01%
+104
CONY icon
690
YieldMax COIN Option Income Strategy ETF
CONY
$376M
$1K ﹤0.01%
+21
CPRT icon
691
Copart
CPRT
$31.6B
$1K ﹤0.01%
+24
CRL icon
692
Charles River Laboratories
CRL
$8.67B
$1K ﹤0.01%
+4
DOW icon
693
Dow Inc
DOW
$28.1B
$1K ﹤0.01%
+55
EMLC icon
694
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.91B
$1K ﹤0.01%
+24
OPPE
695
WisdomTree European Opportunities Fund
OPPE
$289M
$1K ﹤0.01%
+16
GLOB icon
696
Globant
GLOB
$1.87B
$1K ﹤0.01%
+21
IDRV icon
697
iShares Self-Driving EV and Tech ETF
IDRV
$150M
$1K ﹤0.01%
+23
ILMN icon
698
Illumina
ILMN
$18.5B
$1K ﹤0.01%
+5
IONQ icon
699
IonQ
IONQ
$10.6B
$1K ﹤0.01%
+25
ITA icon
700
iShares US Aerospace & Defense ETF
ITA
$14.1B
$1K ﹤0.01%
+6