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
126
$1.54M 0.25%
3,514
-1,346
127
$1.49M 0.24%
16,947
+2,300
128
$1.48M 0.24%
38,574
+6,585
129
$1.44M 0.24%
22,703
-799
130
$1.44M 0.23%
113,438
-294,233
131
$1.41M 0.23%
154,929
+31,072
132
$1.29M 0.21%
47,470
-3,850
133
$1.24M 0.2%
8,880
-93,980
134
$1.22M 0.2%
88
+52
135
$1.17M 0.19%
5,573
-434
136
$1.11M 0.18%
6,244
+933
137
$1.11M 0.18%
14,357
+932
138
$1.1M 0.18%
97,635
+19,581
139
$950K 0.16%
15,840
+3,617
140
$937K 0.15%
5,369
-1,758
141
$879K 0.14%
17,292
-2,765
142
$877K 0.14%
1,925
-139
143
$850K 0.14%
7,166
-589
144
$817K 0.13%
25,064
+5,026
145
$813K 0.13%
12,249
+2,457
146
$808K 0.13%
2,027
+1,304
147
$752K 0.12%
20,723
+11,006
148
$686K 0.11%
10,319
-6,710
149
$679K 0.11%
29,460
+8,484
150
$672K 0.11%
2,229
-528
4 5
6
7 8