IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 33.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.03%
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
+$2.31M
2
+$2.19M
3
+$1.99M
4
BYND icon
Beyond Meat
BYND
+$1.5M
5
JBTM
JBT Marel
JBTM
+$1.36M

Top Sells

1
+$3.71M
2
+$2.04M
3
+$1.92M
4
AMRS
Amyris Inc.
AMRS
+$1.76M
5
BCPC
Balchem Corp
BCPC
+$1.39M

Sector Composition

1 Technology 36.62%
2 Industrials 15.38%
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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-1,228
252
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-464
253
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-1,789
254
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-2,490
255
– –
-947
256
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-3,493
257
– –
-3,978
258
– –
-8,793
259
– –
-17,220
260
– –
-180,496
261
– –
-1,709,141
7 8 9 10
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