II

IFM Investors Portfolio holdings

AUM $12B
1-Year Est. Return 26.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.44M
3
+$3.98M
4
MSTR icon
Strategy Inc
MSTR
+$2.76M
5
RDDT icon
Reddit
RDDT
+$2.08M

Top Sells

1
+$6.56M
2
+$6.31M
3
+$5.97M
4
AAPL icon
Apple
AAPL
+$5.55M
5
DUK icon
Duke Energy
DUK
+$5.43M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.97M 0.05%
10,401
-407
327
$4.96M 0.05%
8,548
-427
328
$4.9M 0.05%
35,570
329
$4.87M 0.05%
98,604
+2,652
330
$4.86M 0.05%
28,399
-769
331
$4.82M 0.05%
312,566
-4,690
332
$4.81M 0.05%
65,270
-8,420
333
$4.81M 0.05%
28,198
+967
334
$4.81M 0.05%
14,695
335
$4.79M 0.05%
71,829
-5,676
336
$4.74M 0.05%
93,117
-20,892
337
$4.72M 0.05%
3,994
338
$4.71M 0.05%
62,723
-19,736
339
$4.7M 0.05%
32,074
-727
340
$4.67M 0.05%
96,425
341
$4.67M 0.05%
47,899
+2,986
342
$4.66M 0.05%
22,444
+592
343
$4.62M 0.05%
33,729
+304
344
$4.61M 0.05%
10,446
-3,399
345
$4.61M 0.05%
47,077
346
$4.6M 0.05%
30,688
347
$4.58M 0.05%
15,872
+68
348
$4.53M 0.05%
86,959
349
$4.53M 0.05%
422,038
350
$4.48M 0.05%
107,687
+6,648
12 13
14
15 16