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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
126
$82K 0.08%
+940
127
$82K 0.08%
+885
128
$81K 0.08%
+1,101
129
$81K 0.08%
+1,007
130
$80K 0.08%
+389
131
$80K 0.08%
+726
132
$76K 0.08%
+264
133
$76K 0.08%
+10,068
134
$75K 0.07%
+5,132
135
$74K 0.07%
+1,482
136
$73K 0.07%
+382
137
$73K 0.07%
+1,614
138
$72K 0.07%
+1,305
139
$70K 0.07%
+3,480
140
$69K 0.07%
+2,500
141
$68K 0.07%
+527
142
$68K 0.07%
+1,000
143
$67K 0.07%
+863
144
$66K 0.07%
+342
145
$66K 0.07%
+310
146
$64K 0.06%
+11,330
147
$63K 0.06%
+182
148
$62K 0.06%
+1,171
149
$61K 0.06%
+1,219
150
$61K 0.06%
+339
4 5
6
7 8