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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
76
$485K 0.35%
11,177
-1,034
77
$473K 0.34%
31,408
+6,416
78
$457K 0.33%
18,903
+433
79
$443K 0.32%
580
+30
80
$381K 0.27%
1,644
81
$342K 0.24%
98,880
+3,095
82
$320K 0.23%
1,272
83
$306K 0.22%
622
84
$297K 0.21%
3,540
-100
85
$242K 0.17%
1,100
86
$214K 0.15%
+321
87
$206K 0.15%
280
88
$169K 0.12%
20,000
89
$150K 0.11%
12,974
90
$86.5K 0.06%
22,339
+613
91
$42K 0.03%
+23,994
92
– –
-65,061
93
– –
-3,245
94
– –
-74,225
1 2 3
4