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
101
$2.2M 0.34%
6,316
-1,012
102
$2.18M 0.33%
34,914
-1,903
103
$2.14M 0.33%
25,150
+179
104
$2.12M 0.32%
28,546
-944
105
$2.1M 0.32%
89,431
-2,329
106
$2.03M 0.31%
44,199
+408
107
$1.96M 0.3%
42,795
+10,716
108
$1.95M 0.3%
17,168
-376
109
$1.91M 0.29%
20,906
+5,235
110
$1.88M 0.29%
5,149
111
$1.85M 0.28%
55,790
+10,432
112
$1.83M 0.28%
22,025
+7,089
113
$1.83M 0.28%
1,114,415
+279,052
114
$1.79M 0.27%
37,642
-2,908
115
$1.79M 0.27%
8,676
-722
116
$1.77M 0.27%
20,093
117
$1.76M 0.27%
20,636
+4,051
118
$1.76M 0.27%
20,588
-1,921
119
$1.74M 0.27%
14,914
+2,618
120
$1.72M 0.26%
7,708
-48
121
$1.72M 0.26%
12,289
+1,754
122
$1.72M 0.26%
7,575
-115
123
$1.69M 0.26%
3,171
124
$1.67M 0.26%
11,353
+3,654
125
$1.65M 0.25%
166,948
+41,804
3 4
5
6 7