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
$310M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$11.3M
3 +$11.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.93M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.28%
2 Financials 19.36%
3 Healthcare 14.86%
4 Consumer Discretionary 9.65%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$230K 0.07%
+14,144
152
$229K 0.07%
+4,022
153
$228K 0.07%
+5,624
154
$227K 0.07%
+825