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
$521M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.14M
3
+$2.07M
4
LIN icon
Linde
LIN
+$1.8M
5
BYND icon
Beyond Meat
BYND
+$1.65M

Top Sells

1
+$6.01M
2
+$5.39M
3
+$4.47M
4
LW icon
Lamb Weston
LW
+$2.27M
5
JBTM
JBT Marel
JBTM
+$1.96M

Sector Composition

1 Technology 34.36%
2 Industrials 13.9%
3 Consumer Staples 11.65%
4 Consumer Discretionary 10.59%
5 Healthcare 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$523K 0.1%
2,049
-444
152
$522K 0.1%
3,131
153
$478K 0.09%
12,388
-1,312
154
$474K 0.09%
847
-164
155
$472K 0.09%
4,535
-3,046
156
$459K 0.09%
5,111
+1,064
157
$424K 0.08%
1,273
+238
158
$421K 0.08%
6,054
159
$416K 0.08%
10,728
+3,553
160
$415K 0.08%
2,348
+228
161
$415K 0.08%
1,993
+313
162
$404K 0.08%
20,407
+7,424
163
$394K 0.08%
34,244
-10,046
164
$390K 0.07%
51,166
+21,396
165
$387K 0.07%
19,118
+3,579
166
$383K 0.07%
22,570
+976
167
$378K 0.07%
2,444
+457
168
$372K 0.07%
140
+26
169
$366K 0.07%
+2,196
170
$364K 0.07%
3,603
-49
171
$358K 0.07%
4,726
+205
172
$353K 0.07%
6,534
173
$346K 0.07%
1,805
+338
174
$343K 0.07%
8,605
+1,611
175
$338K 0.06%
6,176
-1,876
5 6
7
8 9