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IEFM
IQ EQ Fund Management Portfolio holdings
AUM
$1.32B
1-Year Est. Return
31.52%
This Fund
S&P 500
1 Year Est. Return
+31.52%
AUM
$1.32B
AUM Growth
-$132M
(-9.1%)
Holding
324
Top Buys
| 1 | +$9.36M | |
| 2 | +$7.58M | |
| 3 | +$5.97M | |
| 4 |
TEM
Tempus AI
TEM
|
+$4.1M |
| 5 |
Palo Alto Networks
PANW
|
+$2.99M |
Top Sells
| 1 | +$24.2M | |
| 2 | +$7.28M | |
| 3 | +$6.67M | |
| 4 |
TSMC
TSM
|
+$5.06M |
| 5 |
PagerDuty
PD
|
+$4.91M |
Sector Composition
| 1 | Technology | 34.37% |
| 2 | Healthcare | 16.34% |
| 3 | Industrials | 13.98% |
| 4 | Consumer Discretionary | 9.88% |
| 5 | Financials | 9.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Robinhood
HOOD
$77.8B
| $13.4M | 1.02% |
192,950
+19,716
|
|
||
27
Cisco
CSCO
$468B
| $12.7M | 0.96% |
163,071
-1,000
|
|
||
28
Cloudflare
NET
$77.6B
| $11.8M | 0.9% |
57,212
-2,266
|
|
||
29
Beam Therapeutics
BEAM
$3.03B
| $11.6M | 0.88% |
488,417
-45,146
|
|
||
30
10x Genomics
TXG
$3.7B
| $11.5M | 0.88% |
542,757
-89,322
|
|
||
|
CRCL
31
Circle Internet Group
CRCL
$19.6B
| $11.4M | 0.86% |
119,377
+4,027
|
|
||
32
Coinbase
COIN
$40.6B
| $11.2M | 0.85% |
64,245
-10,967
|
|
||
33
Roku
ROKU
$17.3B
| $10.9M | 0.83% |
114,890
-68,435
|
|
||
34
Visa
V
$614B
| $10.9M | 0.82% |
35,935
+2,000
|
|
||
35
Lockheed Martin
LMT
$121B
| $10.3M | 0.79% |
17,111
-1,409
|
|
||
36
American Express
AXP
$214B
| $9.93M | 0.75% |
32,837
|
|
||
37
McDonald's
MCD
$201B
| $9.9M | 0.75% |
31,860
|
|
||
38
Walt Disney
DIS
$171B
| $9.72M | 0.74% |
100,900
+12,650
|
|
||
39
NXP Semiconductors
NXPI
$72.1B
| $9.61M | 0.73% |
48,812
+6
|
|
||
40
Mondelez International
MDLZ
$82.4B
| $9.46M | 0.72% |
164,072
|
|
||
41
Intellia Therapeutics
NTLA
$1.7B
| $9.29M | 0.71% |
724,286
-7,135
|
|
||
42
Stryker
SYK
$118B
| $9.26M | 0.7% |
28,194
+1,850
|
|
||
43
General Dynamics
GD
$92.2B
| $9.2M | 0.7% |
26,810
|
|
||
44
United Parcel Service
UPS
$87.8B
| $9.07M | 0.69% |
92,243
+1,123
|
|
||
45
MetLife
MET
$55.4B
| $8.96M | 0.68% |
126,699
|
|
||
46
Honeywell
HON
$130B
| $8.95M | 0.68% |
39,615
+911
|
|
||
47
Archer Aviation
ACHR
$3.85B
| $8.88M | 0.67% |
1,718,144
+34,236
|
|
||
48
Goldman Sachs
GS
$295B
| $8.71M | 0.66% |
10,300
-1,400
|
|
||
49
Eaton
ETN
$146B
| $8.71M | 0.66% |
24,349
+2,004
|
|
||
50
CrowdStrike
CRWD
$165B
| $8.69M | 0.66% |
22,259
-874
|
|