IIM

Illumine Investment Management Portfolio holdings

AUM $140M
1-Year Est. Return 28.89%
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$592K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$566K
3
+$558K
4
ACLS icon
Axcelis
ACLS
+$483K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$480K

Top Sells

1
+$921K
2
+$342K
3
+$242K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$237K
5
IBKR icon
Interactive Brokers
IBKR
+$129K

Sector Composition

1 Technology 23.09%
2 Healthcare 15.98%
3 Financials 12.31%
4 Industrials 8.73%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.31%
4,255
+8
27
$1.58M 1.3%
33,613
+278
28
$1.58M 1.29%
6,209
+151
29
$1.55M 1.27%
6,680
-3
30
$1.53M 1.25%
8,873
+119
31
$1.48M 1.21%
51,941
+1,455
32
$1.48M 1.21%
63,385
+2,086
33
$1.48M 1.21%
3,441
+78
34
$1.42M 1.16%
12,420
-8,061
35
$1.3M 1.06%
29,952
-7,906
36
$1.27M 1.04%
2,703
+50
37
$1.19M 0.97%
6,987
-81
38
$1.13M 0.93%
13,516
+84
39
$1.07M 0.88%
23,994
+584
40
$1.07M 0.87%
9,641
+139
41
$1.03M 0.84%
18,194
+1,093
42
$958K 0.78%
30,478
+201
43
$844K 0.69%
3,441
44
$838K 0.69%
5,046
45
$784K 0.64%
5,070
46
$769K 0.63%
26,530
+9,481
47
$757K 0.62%
7,227
+252
48
$733K 0.6%
7,822
49
$732K 0.6%
17,734
+471
50
$730K 0.6%
4,649
+1,061
1
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3 4