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
$2.38B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.5M
3
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$1.85M
2
+$993K
3
+$642K
4
TDG icon
TransDigm Group
TDG
+$425K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$539K 0.02%
7,400
+1,113
552
$537K 0.02%
26,411
+3,368
553
$534K 0.02%
14,057
+1,875
554
$511K 0.02%
5,239
+798
555
$506K 0.02%
16,163
+1,902
556
$500K 0.02%
14,480
+2,246
557
$499K 0.02%
6,344
+1,060
558
$497K 0.02%
2,364
+618
559
$497K 0.02%
11,413
+2,924
560
$488K 0.02%
14,481
+2,077
561
$482K 0.02%
21,758
+5,853
562
$481K 0.02%
11,813
+1,834
563
$468K 0.02%
33,397
+3,934
564
$466K 0.02%
6,961
+1,388
565
$465K 0.02%
6,338
+982
566
$463K 0.02%
15,834
+3,202
567
$456K 0.02%
11,925
+1,766
568
$449K 0.02%
17,511
+2,657
569
$446K 0.02%
14,528
+2,084
570
$446K 0.02%
12,448
+2,127
571
$436K 0.02%
13,311
+2,458
572
$435K 0.02%
14,236
+2,778
573
$435K 0.02%
4,153
+1,911
574
$425K 0.02%
4,443
+801
575
$424K 0.02%
41,137
+7,607
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