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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
101
$105K 0.1%
+299
102
$103K 0.1%
+717
103
$103K 0.1%
+1,971
104
$98K 0.1%
+978
105
$98K 0.1%
+832
106
$97K 0.1%
+1,090
107
$97K 0.1%
+911
108
$96K 0.1%
+686
109
$96K 0.1%
+7,538
110
$94K 0.09%
+1,181
111
$93K 0.09%
+2,531
112
$90K 0.09%
+630
113
$90K 0.09%
+468
114
$87K 0.09%
+3,796
115
$87K 0.09%
+3,162
116
$87K 0.09%
+2,167
117
$86K 0.09%
+358
118
$86K 0.09%
+373
119
$85K 0.08%
+621
120
$85K 0.08%
+6,495
121
$85K 0.08%
+3,016
122
$84K 0.08%
+383
123
$83K 0.08%
+1,638
124
$83K 0.08%
+3,912
125
$82K 0.08%
+237
3 4
5
6 7