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
$309M
AUM Growth
-$803K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$583K
3
+$506K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$430K
5
AMGN icon
Amgen
AMGN
+$396K

Top Sells

1
+$1.26M
2
+$1.24M
3
+$1.23M
4
BA icon
Boeing
BA
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$1.03M

Sector Composition

1 Technology 23.34%
2 Financials 19.45%
3 Healthcare 14.25%
4 Consumer Discretionary 10.17%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.54%
8,671
-219
52
$1.65M 0.53%
46,657
53
$1.65M 0.53%
27,874
54
$1.63M 0.53%
11,263
+39
55
$1.62M 0.52%
14,907
-40
56
$1.61M 0.52%
4,136
57
$1.59M 0.51%
9,825
+741
58
$1.58M 0.51%
5,723
59
$1.58M 0.51%
3,537
+76
60
$1.57M 0.51%
17,250
-4,920
61
$1.53M 0.5%
12,485
+20
62
$1.5M 0.49%
6,780
-787
63
$1.48M 0.48%
5,464
64
$1.48M 0.48%
56,500
-25,460
65
$1.41M 0.46%
24,895
-376
66
$1.37M 0.44%
9,759
+153
67
$1.34M 0.43%
6,402
+622
68
$1.31M 0.42%
11,051
69
$1.28M 0.42%
12,556
-522
70
$1.28M 0.41%
7,862
+887
71
$1.27M 0.41%
25,727
+4,620
72
$1.26M 0.41%
6,330
-228
73
$1.25M 0.41%
5,119
-192
74
$1.22M 0.39%
8,426
+2,334
75
$1.21M 0.39%
20,400
-20,820
1 2
3
4 5