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
$847M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.5M
3
+$2.15M
4
RBLX icon
Roblox
RBLX
+$1.73M
5
PLTR icon
Palantir
PLTR
+$1.69M

Top Sells

1
+$3.53M
2
+$3.34M
3
+$3.31M
4
NET icon
Cloudflare
NET
+$2.58M
5
BLK icon
Blackrock
BLK
+$2.56M

Sector Composition

1 Technology 37.11%
2 Industrials 15.62%
3 Financials 11.36%
4 Healthcare 9.91%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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