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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
176
$45K 0.04%
+79
177
$45K 0.04%
+435
178
$45K 0.04%
+957
179
$44K 0.04%
+117
180
$44K 0.04%
+273
181
$44K 0.04%
+1,846
182
$44K 0.04%
+594
183
$43K 0.04%
+926
184
$43K 0.04%
+202
185
$43K 0.04%
+49
186
$43K 0.04%
+521
187
$42K 0.04%
+400
188
$42K 0.04%
+655
189
$41K 0.04%
+253
190
$40K 0.04%
+1,648
191
$40K 0.04%
+445
192
$40K 0.04%
+280
193
$39K 0.04%
+1,961
194
$38K 0.04%
+122
195
$38K 0.04%
+222
196
$38K 0.04%
+1,299
197
$38K 0.04%
+1,610
198
$38K 0.04%
+664
199
$38K 0.04%
+182
200
$38K 0.04%
+810
6 7
8
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