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
$653M
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$4.67M
3
+$4.33M
4
BYND icon
Beyond Meat
BYND
+$3.81M
5
FMC icon
FMC
FMC
+$3.53M

Top Sells

1
+$16.9M
2
+$7.97M
3
+$2.58M
4
MMM icon
3M
MMM
+$2.37M
5
MCFE
McAfee Corp. Class A Common Stock
MCFE
+$2.23M

Sector Composition

1 Technology 29.08%
2 Consumer Discretionary 12.27%
3 Healthcare 12.18%
4 Industrials 10.68%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.23M 0.95%
98,258
+40,442
27
$6.03M 0.92%
291,148
+119,835
28
$5.87M 0.9%
127,570
+52,506
29
$5.71M 0.87%
65,978
+27,156
30
$5.57M 0.85%
81,599
+20,433
31
$5.48M 0.84%
19,718
-2,302
32
$5.44M 0.83%
94,019
+38,697
33
$5.31M 0.81%
94,614
+1,948
34
$5.28M 0.81%
96,142
+24,074
35
$5.28M 0.81%
31,925
+13,140
36
$5.23M 0.8%
16,389
-542
37
$5.09M 0.78%
962,632
+241,045
38
$5.08M 0.78%
32,881
-461
39
$5.07M 0.78%
129,404
-2,735
40
$5.02M 0.77%
35,203
+14,489
41
$4.8M 0.73%
128,900
+520
42
$4.67M 0.71%
+149,182
43
$4.53M 0.69%
30,666
+12,622
44
$4.39M 0.67%
73,465
-3,235
45
$4.29M 0.66%
25,932
+73
46
$4.22M 0.65%
79,694
-26,897
47
$4.2M 0.64%
53,914
+28
48
$4.11M 0.63%
23,920
-1,860
49
$4.03M 0.62%
69,454
+28,587
50
$3.9M 0.6%
149,836
-2,880
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