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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
1
$4.72M 3.36%
17,363
-2,624
2
$4.59M 3.27%
66,677
-5,040
3
$4.3M 3.06%
84,757
+3,065
4
$4.12M 2.94%
+5,740
5
$3.99M 2.84%
27,399
-942
6
$3.99M 2.84%
4,309
-11
7
$3.94M 2.81%
24,368
-675
8
$3.91M 2.79%
51,035
-395
9
$3.81M 2.71%
+70,425
10
$3.78M 2.69%
160,049
+6,468
11
$3.57M 2.54%
8,515
-141
12
$3.38M 2.41%
225,876
+9,042
13
$3.34M 2.38%
7,477
-114
14
$3.19M 2.27%
4,666
-110
15
$3.18M 2.26%
13,267
+93
16
$2.96M 2.11%
109,852
+911
17
$2.6M 1.85%
57,328
+114
18
$2.43M 1.73%
27,105
-686
19
$2.29M 1.63%
15,527
-221
20
$2.28M 1.63%
5,826
-49
21
$2.21M 1.58%
4,270
22
$2.21M 1.57%
24,728
+295
23
$2.19M 1.56%
+106,174
24
$2.14M 1.53%
21,078
-321
25
$2.01M 1.43%
6,739
+16
1
2 3 4