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
201
$410K 0.06%
4,365
202
$406K 0.06%
28,012
+9,016
203
$390K 0.06%
4,381
204
$386K 0.06%
1,884
205
$379K 0.06%
2,635
206
$379K 0.06%
1,098
207
$371K 0.06%
2,296
-44
208
$370K 0.06%
606
209
$364K 0.06%
2,225
210
$361K 0.06%
13,878
+4,467
211
$356K 0.05%
5,077
212
$355K 0.05%
1,465
213
$349K 0.05%
3,656
214
$346K 0.05%
1,114
215
$343K 0.05%
23,200
+7,467
216
$339K 0.05%
3,949
217
$336K 0.05%
611
218
$335K 0.05%
966
-3,485
219
$332K 0.05%
1,730
220
$326K 0.05%
707
221
$324K 0.05%
1,448
222
$322K 0.05%
1,564
223
$319K 0.05%
397
224
$317K 0.05%
1,633
225
$313K 0.05%
2,223
7 8
9
10 11