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
$883M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.53M
3
+$1.41M
4
FMC icon
FMC
FMC
+$1.32M
5
ALTM
Arcadium Lithium plc
ALTM
+$1.05M

Top Sells

1
+$5.34M
2
+$1.93M
3
+$1.6M
4
TSM icon
TSMC
TSM
+$1.54M
5
DOLE icon
Dole
DOLE
+$1.51M

Sector Composition

1 Technology 35.18%
2 Industrials 20.23%
3 Financials 9.9%
4 Healthcare 8.91%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-2,582
302
– –
-1,408
303
– –
-2,823
304
– –
-35,041
305
– –
-88,966
9 10 11 12
13