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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
151
$60K 0.06%
+1,031
152
$60K 0.06%
+13,750
153
$59K 0.06%
+1,501
154
$58K 0.06%
+1,000
155
$58K 0.06%
+1,911
156
$57K 0.06%
+507
157
$56K 0.06%
+283
158
$55K 0.05%
+730
159
$54K 0.05%
+555
160
$53K 0.05%
+428
161
$53K 0.05%
+918
162
$52K 0.05%
+111
163
$50K 0.05%
+232
164
$50K 0.05%
+590
165
$50K 0.05%
+551
166
$49K 0.05%
+394
167
$49K 0.05%
+434
168
$49K 0.05%
+914
169
$48K 0.05%
+154
170
$48K 0.05%
+149
171
$47K 0.05%
+128
172
$47K 0.05%
+1,142
173
$47K 0.05%
+728
174
$46K 0.05%
+81
175
$45K 0.04%
+832
5 6
7
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