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
$1.32B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.3M
3
+$6.19M
4
META icon
Meta Platforms (Facebook)
META
+$2.98M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.78M

Top Sells

1
+$886K
2
+$689K
3
+$576K
4
ROL icon
Rollins
ROL
+$83.1K
5
NWSA icon
News Corp Class A
NWSA
+$80.3K

Sector Composition

1 Technology 19.2%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$367K 0.03%
10,031
+1,174
527
$367K 0.03%
5,679
+1,430
528
$367K 0.03%
14,058
+2,041
529
$367K 0.03%
9,141
+1,172
530
$366K 0.03%
15,655
+1,959
531
$362K 0.03%
6,645
+1,327
532
$360K 0.03%
2,488
+696
533
$359K 0.03%
8,427
+2,657
534
$357K 0.03%
27,062
-6,090
535
$355K 0.03%
12,178
+1,307
536
$355K 0.03%
6,396
+1,343
537
$353K 0.03%
6,718
+737
538
$352K 0.03%
28,015
+4,024
539
$351K 0.03%
2,778
+708
540
$350K 0.03%
3,706
+569
541
$348K 0.03%
11,178
+1,465
542
$346K 0.03%
2,515
+431
543
$344K 0.03%
4,663
+607
544
$343K 0.03%
5,684
+1,338
545
$342K 0.03%
2,177
+215
546
$340K 0.03%
7,773
+1,269
547
$339K 0.03%
3,232
+1,252
548
$337K 0.03%
+6,529
549
$335K 0.03%
5,714
+658
550
$329K 0.03%
2,792
+438
20 21
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