IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 33.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.52M
3
+$1.43M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.31M
5
NWL icon
Newell Brands
NWL
+$1.27M

Top Sells

1
+$4.1M
2
+$2.28M
3
+$1.92M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.7M
5
JPM icon
JPMorgan Chase
JPM
+$1.69M

Sector Composition

1 Financials 18.05%
2 Technology 14.26%
3 Consumer Staples 12.33%
4 Healthcare 12.33%
5 Industrials 12.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$567K 0.1%
11,297
-378
102
$488K 0.09%
3,426
-10,576
103
$441K 0.08%
+1,536
104
$295K 0.05%
2,116
-2,606
105
– –
-13,114
106
– –
-19,077
107
– –
-12,037
1 2 3 4
5