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
101
$2.11M 0.34%
65,968
+13,230
102
$2.11M 0.34%
235,922
+47,315
103
$2.09M 0.34%
65,211
+13,078
104
$2.09M 0.34%
15,918
-742
105
$2.04M 0.33%
33,719
-8,873
106
$2M 0.33%
378,149
+75,840
107
$1.97M 0.32%
38,681
+4,002
108
$1.94M 0.32%
22,262
+1,607
109
$1.94M 0.32%
19,596
-291
110
$1.92M 0.31%
20,882
+447
111
$1.91M 0.31%
40,171
+8,057
112
$1.88M 0.31%
7,789
113
$1.87M 0.3%
35,776
-500
114
$1.87M 0.3%
16,045
+2,955
115
$1.84M 0.3%
29,377
-537
116
$1.82M 0.3%
69,767
-16,088
117
$1.81M 0.3%
18,179
+3,250
118
$1.78M 0.29%
127,791
+25,629
119
$1.75M 0.29%
121,091
+25,046
120
$1.71M 0.28%
6,263
+1,336
121
$1.67M 0.27%
36,776
-2,605
122
$1.65M 0.27%
75,330
+15,108
123
$1.63M 0.27%
11,697
-137
124
$1.6M 0.26%
54,983
-660
125
$1.6M 0.26%
120,416
+24,150
3 4
5
6 7