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
176
$589K 0.09%
16,531
+5,321
177
$581K 0.09%
4,080
-1,469
178
$570K 0.09%
1,573
179
$569K 0.09%
6,843
180
$558K 0.09%
884
181
$554K 0.08%
7,289
+2,346
182
$550K 0.08%
7,345
183
$547K 0.08%
4,405
-20,810
184
$544K 0.08%
1,170
+293
185
$543K 0.08%
3,969
186
$535K 0.08%
23,648
187
$517K 0.08%
7,458
+760
188
$513K 0.08%
370
189
$509K 0.08%
963
190
$504K 0.08%
6,443
-17,440
191
$477K 0.07%
1,499
192
$471K 0.07%
1,075
+126
193
$470K 0.07%
742
+239
194
$458K 0.07%
4,422
195
$453K 0.07%
1,858
196
$441K 0.07%
7,286
197
$424K 0.06%
2,142
198
$423K 0.06%
4,518
199
$422K 0.06%
3,668
200
$422K 0.06%
1,257
6 7
8
9 10