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
176
$338K 0.06%
3,009
+563
177
$336K 0.06%
+3,067
178
$336K 0.06%
+4,967
179
$334K 0.06%
6,026
+1,128
180
$334K 0.06%
2,018
+378
181
$333K 0.06%
6,688
+1,252
182
$318K 0.06%
4,860
+910
183
$316K 0.06%
10,757
+465
184
$313K 0.06%
44,734
+8,374
185
$313K 0.06%
2,135
+400
186
$313K 0.06%
6,941
+1,299
187
$311K 0.06%
+4,705
188
$310K 0.06%
5,145
+963
189
$308K 0.06%
3,658
+685
190
$304K 0.06%
1,804
+338
191
$300K 0.06%
18,497
+800
192
$299K 0.06%
8,150
193
$299K 0.06%
10,452
+1,957
194
$299K 0.06%
6,108
+1,143
195
$297K 0.06%
2,626
+492
196
$295K 0.06%
17,061
-5,982
197
$294K 0.06%
9,759
+1,827
198
$290K 0.06%
7,200
199
$289K 0.06%
21,506
+3,730
200
$288K 0.06%
3,683
+689
6 7
8
9 10