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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
676
$2K ﹤0.01%
+18
677
$2K ﹤0.01%
+58
678
$2K ﹤0.01%
+44
679
$2K ﹤0.01%
+175
680
$2K ﹤0.01%
+65
681
$2K ﹤0.01%
+30
682
$2K ﹤0.01%
+37
683
$1K ﹤0.01%
+16
684
$1K ﹤0.01%
+5
685
$1K ﹤0.01%
+5
686
$1K ﹤0.01%
+29
687
$1K ﹤0.01%
+20
688
$1K ﹤0.01%
+1
689
$1K ﹤0.01%
+104
690
$1K ﹤0.01%
+21
691
$1K ﹤0.01%
+24
692
$1K ﹤0.01%
+4
693
$1K ﹤0.01%
+55
694
$1K ﹤0.01%
+24
695
$1K ﹤0.01%
+16
696
$1K ﹤0.01%
+21
697
$1K ﹤0.01%
+23
698
$1K ﹤0.01%
+5
699
$1K ﹤0.01%
+25
700
$1K ﹤0.01%
+6
26 27
28
29 30