II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.83%
This Quarter Est. Return
1 Year Est. Return
+27.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.87M
3
+$4.7M
4
DOW icon
Dow Inc
DOW
+$2.68M
5
META icon
Meta Platforms (Facebook)
META
+$2.4M

Top Sells

1
+$1.57M
2
+$1.25M
3
+$310K
4
MAT icon
Mattel
MAT
+$275K
5
GT icon
Goodyear
GT
+$263K

Sector Composition

1 Technology 19.22%
2 Financials 15.47%
3 Healthcare 13.61%
4 Consumer Discretionary 10.53%
5 Communication Services 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$855K 0.05%
26,685
+5,784
402
$854K 0.05%
29,936
403
$853K 0.05%
6,429
+1,441
404
$852K 0.05%
8,217
+1,760
405
$845K 0.05%
18,094
+4,021
406
$843K 0.05%
18,683
407
$838K 0.05%
7,247
+1,670
408
$838K 0.05%
34,010
+787
409
$838K 0.05%
31,601
410
$833K 0.05%
15,700
411
$832K 0.05%
22,720
412
$830K 0.05%
37,038
+8,664
413
$828K 0.05%
+6,703
414
$824K 0.05%
21,269
415
$818K 0.05%
11,655
416
$818K 0.05%
20,840
417
$816K 0.05%
11,240
418
$814K 0.05%
3,295
+711
419
$814K 0.05%
32,230
+728
420
$805K 0.05%
9,703
421
$799K 0.05%
14,890
+315
422
$798K 0.05%
11,958
+2,201
423
$796K 0.05%
34,687
+7,988
424
$796K 0.05%
6,418
425
$795K 0.05%
27,939
+3,740
15 16
17
18 19