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
51
$730K 0.6%
2,771
+89
52
$730K 0.6%
31,262
+923
53
$684K 0.56%
3,461
+75
54
$682K 0.56%
32,862
+5,277
55
$679K 0.56%
2,934
56
$674K 0.55%
1,076
57
$661K 0.54%
1,544
58
$644K 0.53%
4,049
-496
59
$614K 0.5%
22,248
+12,077
60
$579K 0.47%
23,606
+13,551
61
$575K 0.47%
23,464
+6,633
62
$571K 0.47%
1,045
63
$568K 0.46%
20,488
+5,543
64
$566K 0.46%
+18,255
65
$563K 0.46%
15,142
+1,016
66
$546K 0.45%
35,884
-32
67
$530K 0.43%
1,645
+71
68
$527K 0.43%
17,942
+11,263
69
$524K 0.43%
12,608
+960
70
$522K 0.43%
6,139
+4,216
71
$518K 0.42%
14,362
+1,327
72
$510K 0.42%
11,741
-2,626
73
$509K 0.42%
6,926
+1,117
74
$494K 0.4%
902
75
$483K 0.4%
+9,731
1 2
3
4