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
126
$1.63M 0.25%
11,267
-846
127
$1.63M 0.25%
8,197
-253
128
$1.62M 0.25%
29,872
129
$1.56M 0.24%
6,414
+47
130
$1.53M 0.23%
+124,964
131
$1.53M 0.23%
26,486
-19,927
132
$1.49M 0.23%
1,190
+383
133
$1.44M 0.22%
4,879
-3,854
134
$1.43M 0.22%
11,400
-134,860
135
$1.43M 0.22%
126,658
-115,406
136
$1.35M 0.21%
+15,888
137
$1.34M 0.21%
43,675
-33,107
138
$1.31M 0.2%
21,264
-17,208
139
$1.31M 0.2%
10,055
-7,074
140
$1.3M 0.2%
46,497
-79,539
141
$1.27M 0.2%
13,090
-649
142
$1.27M 0.19%
49,592
-41,535
143
$1.26M 0.19%
7,281
-10,475
144
$1.25M 0.19%
30,315
-21,028
145
$1.25M 0.19%
137,224
-18,850
146
$1.23M 0.19%
+50,201
147
$1.23M 0.19%
10,556
-5,673
148
$1.2M 0.18%
13,102
+6,226
149
$1.2M 0.18%
42,079
-36,751
150
$1.17M 0.18%
+155,197
4 5
6
7 8