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
201
$288K 0.06%
5,078
+950
202
$287K 0.06%
4,909
+919
203
$286K 0.05%
53,700
204
$283K 0.05%
1,379
-998
205
$281K 0.05%
926
206
$280K 0.05%
+8,195
207
$278K 0.05%
8,940
+1,673
208
$276K 0.05%
44,007
+1,902
209
$271K 0.05%
30,720
+3,942
210
$267K 0.05%
4,586
+858
211
$264K 0.05%
3,006
212
$263K 0.05%
6,015
+1,126
213
$257K 0.05%
1,578
-27,378
214
$250K 0.05%
+6,698
215
$244K 0.05%
+9,422
216
$242K 0.05%
2,297
+99
217
$241K 0.05%
3,171
+137
218
$238K 0.05%
+5,559
219
$238K 0.05%
3,473
+151
220
$236K 0.05%
30,031
+5,621
221
$235K 0.05%
+8,728
222
$226K 0.04%
+2,022
223
$226K 0.04%
21,642
+936
224
$223K 0.04%
52,278
+9,786
225
$214K 0.04%
+22,792
7 8
9
10 11