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
351
$4.43M 0.05%
80,948
+1,370
352
$4.42M 0.05%
38,215
-787
353
$4.41M 0.05%
50,245
-1,615
354
$4.41M 0.05%
82,677
+21,545
355
$4.41M 0.05%
25,076
+101
356
$4.4M 0.05%
21,061
+135
357
$4.37M 0.05%
13,267
358
$4.37M 0.05%
290,815
+15,597
359
$4.35M 0.05%
44,104
360
$4.34M 0.05%
12,432
-286
361
$4.3M 0.05%
29,134
-710
362
$4.28M 0.05%
146,300
-4,223
363
$4.25M 0.05%
37,575
364
$4.23M 0.05%
51,284
365
$4.21M 0.05%
16,594
366
$4.21M 0.05%
30,459
367
$4.16M 0.05%
25,978
368
$4.16M 0.05%
11,281
369
$4.12M 0.04%
2,204
-49
370
$4.1M 0.04%
8,232
371
$4.08M 0.04%
109,130
-3,109
372
$4.07M 0.04%
24,234
373
$4M 0.04%
281,690
-20,955
374
$4M 0.04%
11,750
+520
375
$3.97M 0.04%
10,935
13 14
15
16 17