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
51
$4.41M 0.72%
23,572
-673
52
$4.21M 0.69%
30,874
-401
53
$4.2M 0.68%
37,712
+7,563
54
$4.02M 0.66%
18,067
+3,624
55
$3.93M 0.64%
55,937
-1,380
56
$3.92M 0.64%
17,681
-6,627
57
$3.91M 0.64%
6,618
-368
58
$3.88M 0.63%
10,986
-1,158
59
$3.75M 0.61%
126,180
-4,156
60
$3.7M 0.6%
44,706
-4,994
61
$3.65M 0.6%
275,457
+55,244
62
$3.61M 0.59%
93,249
+18,702
63
$3.57M 0.58%
17,095
+1,732
64
$3.41M 0.56%
26,034
-1,008
65
$3.39M 0.55%
63,828
-2,048
66
$3.38M 0.55%
60,661
-1,804
67
$3.33M 0.54%
14,620
-2,393
68
$3.32M 0.54%
13,757
+2,759
69
$3.31M 0.54%
66,810
-4,692
70
$3.29M 0.54%
42,840
-2,364
71
$3.25M 0.53%
21,484
+14,271
72
$3.25M 0.53%
24,155
-3,722
73
$3.23M 0.53%
26,995
+5,414
74
$3.11M 0.51%
61,057
-400
75
$3.04M 0.5%
39,450
+447
1 2
3
4 5