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
$613M
AUM Growth
-$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$8.1M
4
BYND icon
Beyond Meat
BYND
+$7.17M
5
OTLY
Oatly Group
OTLY
+$5.28M

Top Sells

1
+$13.1M
2
+$7.99M
3
+$6.99M
4
ARNA
Arena Pharmaceuticals Inc
ARNA
+$5.54M
5
FMC icon
FMC
FMC
+$5.14M

Sector Composition

1 Technology 31.8%
2 Industrials 14.74%
3 Consumer Discretionary 11.95%
4 Consumer Staples 11.6%
5 Materials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.28M 1.02%
681,800
+429,204
27
$6.13M 1%
1,404,881
+984,804
28
$6.11M 1%
41,826
-31,546
29
$6.01M 0.98%
25,204
+2,569
30
$6M 0.98%
115,986
-798
31
$5.98M 0.97%
267,924
+53,733
32
$5.94M 0.97%
128,658
+36,189
33
$5.91M 0.96%
222,675
+79,852
34
$5.84M 0.95%
124,243
+18,905
35
$5.75M 0.94%
46,765
-13,365
36
$5.74M 0.94%
68,413
+5,586
37
$5.48M 0.89%
34,908
-13,115
38
$5.35M 0.87%
194,975
+39,103
39
$5.22M 0.85%
226,739
+52,435
40
$5.02M 0.82%
24,474
+21,080
41
$5.01M 0.82%
73,350
+14,165
42
$4.97M 0.81%
21,877
+4,387
43
$4.9M 0.8%
911,734
-664,516
44
$4.88M 0.8%
69,776
-978
45
$4.81M 0.78%
33,774
+6,774
46
$4.71M 0.77%
380,135
-406,492
47
$4.64M 0.76%
58,358
+11,704
48
$4.64M 0.76%
90,603
+18,171
49
$4.55M 0.74%
27,948
-200
50
$4.47M 0.73%
95,715
-18,825
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