IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 30.08%
This Quarter Est. Return
1 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.28M
4
JBTM
JBT Marel
JBTM
+$1.28M
5
BYND icon
Beyond Meat
BYND
+$1.11M

Top Sells

1
+$3.71M
2
+$1.81M
3
+$1.81M
4
AMRS
Amyris Inc.
AMRS
+$1.76M
5
BCPC
Balchem Corp
BCPC
+$1.3M

Sector Composition

1 Technology 36.69%
2 Industrials 15.1%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.05%
5 Healthcare 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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254
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258
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259
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260
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-1,709,141
261
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7 8 9 10
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