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
$3.15B
AUM Growth
+$762M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$21.7M
3
+$19.3M
4
META icon
Meta Platforms (Facebook)
META
+$8.99M
5
TSLA icon
Tesla
TSLA
+$7.39M

Top Sells

1
+$954K
2
+$927K
3
+$858K
4
NOC icon
Northrop Grumman
NOC
+$721K
5
HDS
HD Supply Holdings, Inc.
HDS
+$567K

Sector Composition

1 Technology 26.23%
2 Healthcare 13.43%
3 Financials 12.89%
4 Consumer Discretionary 12.42%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$998K 0.03%
46,098
+6,141
502
$990K 0.03%
4,231
+950
503
$987K 0.03%
10,390
+1,734
504
$985K 0.03%
19,106
+2,899
505
$982K 0.03%
9,826
+2,104
506
$978K 0.03%
6,148
+944
507
$977K 0.03%
8,981
+1,314
508
$972K 0.03%
14,829
+2,334
509
$960K 0.03%
8,200
+2,000
510
$940K 0.03%
31,826
+5,420
511
$939K 0.03%
97,303
-1,652
512
$934K 0.03%
18,559
+2,396
513
$934K 0.03%
43,971
+9,764
514
$930K 0.03%
3,396
+554
515
$928K 0.03%
7,901
-97
516
$917K 0.03%
13,721
+2,038
517
$916K 0.03%
1,518
+330
518
$912K 0.03%
38,763
+6,059
519
$907K 0.03%
5,299
+696
520
$904K 0.03%
57,973
+13,606
521
$903K 0.03%
41,135
+6,653
522
$902K 0.03%
23,088
+3,840
523
$901K 0.03%
+6,361
524
$899K 0.03%
3,193
+1,663
525
$893K 0.03%
26,260
+6,331
19 20
21
22 23