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
51
$3.87M 0.59%
7,678
+681
52
$3.87M 0.59%
67,956
-552
53
$3.8M 0.58%
154,968
+63,784
54
$3.74M 0.57%
70,273
+28,924
55
$3.71M 0.57%
27,692
-708
56
$3.68M 0.56%
34,746
+7,141
57
$3.66M 0.56%
65,400
-554
58
$3.61M 0.55%
60,338
-309
59
$3.6M 0.55%
15,249
+6,277
60
$3.6M 0.55%
26,593
-108
61
$3.58M 0.55%
75,105
-18,455
62
$3.51M 0.54%
13,949
+1,183
63
$3.48M 0.53%
32,466
+948
64
$3.47M 0.53%
23,966
+874
65
$3.45M 0.53%
67,556
+22,154
66
$3.36M 0.51%
15,536
+3,723
67
$3.31M 0.51%
172,133
-3,318
68
$3.31M 0.51%
13,530
+4,669
69
$3.3M 0.5%
48,900
-3,073
70
$3.29M 0.5%
34,804
+5,934
71
$3.2M 0.49%
38,044
+5,160
72
$3.18M 0.49%
47,645
-651
73
$3.15M 0.48%
27,967
+4,122
74
$3.15M 0.48%
30,057
-246
75
$3.14M 0.48%
3,585
-50
1 2
3
4 5