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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
201
$37K 0.04%
+391
202
$37K 0.04%
+656
203
$37K 0.04%
+1,302
204
$37K 0.04%
+783
205
$37K 0.04%
+512
206
$36K 0.04%
+500
207
$35K 0.03%
+1,500
208
$35K 0.03%
+340
209
$35K 0.03%
+793
210
$35K 0.03%
+606
211
$35K 0.03%
+214
212
$34K 0.03%
+681
213
$34K 0.03%
+70
214
$34K 0.03%
+455
215
$34K 0.03%
+366
216
$34K 0.03%
+2,865
217
$34K 0.03%
+1,377
218
$34K 0.03%
+394
219
$33K 0.03%
+211
220
$33K 0.03%
+1,010
221
$32K 0.03%
+150
222
$32K 0.03%
+530
223
$32K 0.03%
+390
224
$32K 0.03%
+712
225
$32K 0.03%
+413
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