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IIM

Illumine Investment Management Portfolio holdings

AUM $130M
1-Year Est. Return 30.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$2.65M
3 +$2.1M
4
PJIO icon
PGIM Jennison International Opportunities ETF
PJIO
+$1.45M
5
PLTR icon
Palantir
PLTR
+$1.16M

Top Sells

1 +$3.75M
2 +$1.7M
3 +$1.43M
4
DASH icon
DoorDash
DASH
+$658K
5
IBKR icon
Interactive Brokers
IBKR
+$317K

Sector Composition

1 Technology 19.34%
2 Financials 15.19%
3 Healthcare 12.86%
4 Industrials 11.31%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.98M 1.41%
8,035
+202
27
$1.91M 1.36%
17,200
+125
28
$1.75M 1.25%
8,149
+252
29
$1.73M 1.23%
23,548
+515
30
$1.7M 1.21%
3,444
-22
31
$1.69M 1.2%
31,511
-38
32
$1.66M 1.19%
8,848
-152
33
$1.64M 1.17%
53,111
+455
34
$1.63M 1.16%
2,708
+3
35
$1.5M 1.07%
+23,359
36
$1.41M 1.01%
30,404
-238
37
$1.41M 1%
5,046
38
$1.37M 0.98%
1,665
+8
39
$1.37M 0.97%
9,736
-143
40
$1.36M 0.97%
24,424
+158
41
$1.31M 0.93%
+7,156
42
$1.24M 0.89%
19,768
+2,048
43
$1.24M 0.88%
5,094
44
$1.23M 0.87%
14,032
+195
45
$1.23M 0.87%
31,380
-468
46
$1.22M 0.87%
3,350
-111
47
$1.16M 0.82%
33,771
-703
48
$1.14M 0.81%
13,660
+567
49
$1.09M 0.77%
3,441
50
$1.03M 0.73%
1,076