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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
51
$238K 0.24%
+6,476
52
$234K 0.23%
+3,753
53
$215K 0.21%
+2,324
54
$206K 0.2%
+2,784
55
$204K 0.2%
+5,084
56
$202K 0.2%
+1,833
57
$201K 0.2%
+3,046
58
$196K 0.19%
+872
59
$194K 0.19%
+2,015
60
$189K 0.19%
+6,892
61
$185K 0.18%
+368
62
$181K 0.18%
+16,059
63
$174K 0.17%
+849
64
$174K 0.17%
+1,798
65
$173K 0.17%
+508
66
$169K 0.17%
+1,414
67
$166K 0.16%
+634
68
$164K 0.16%
+1,910
69
$160K 0.16%
+1,051
70
$156K 0.15%
+485
71
$155K 0.15%
+1,137
72
$155K 0.15%
+2,054
73
$153K 0.15%
+752
74
$152K 0.15%
+673
75
$150K 0.15%
+1,791
1 2
3
4 5