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IIM
IFC & Insurance Marketing Portfolio holdings
AUM
$114M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$114M
AUM Growth
+$17.8M
(+19%)
Holding
83
Top Buys
| 1 | +$682K | |
| 2 | +$529K | |
| 3 | +$508K | |
| 4 |
First Trust Growth Strength ETF
FTGS
|
+$458K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$428K |
Top Sells
| 1 | +$232K | |
| 2 | +$229K | |
| 3 | +$227K | |
| 4 |
Chevron
CVX
|
+$221K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$102K |
Sector Composition
| 1 | Technology | 4.42% |
| 2 | Consumer Discretionary | 2.62% |
| 3 | Industrials | 1.16% |
| 4 | Consumer Staples | 0.59% |
| 5 | Energy | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SSII
76
SS Innovations International
SSII
$756M
| $77.4K | 0.07% |
18,655
+1,925
|
|
||
|
LAC
77
Lithium Americas
LAC
$1.25B
| $52.9K | 0.05% |
13,750
|
|
||
|
NAK
78
Northern Dynasty Minerals
NAK
$964M
| $21.3K | 0.02% |
11,115
+750
|
|
||
|
79
Chevron
CVX
$347B
| – | – |
-1,068
|
|
||
80
iShares US Oil & Gas Exploration & Production ETF
IEO
$535M
| – | – |
-1,817
|
|
||
81
RE/MAX Holdings
RMAX
$235M
| – | – |
-10,393
|
|
||
82
Wheels Up
UP
$285M
| – | – |
-823
|
|
||
83
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.23B
| – | – |
-1,275
|
|