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
551
$1.31M 0.01%
35,464
-5,186
552
$1.27M 0.01%
16,391
553
$1.25M 0.01%
19,797
-2,195
554
$1.25M 0.01%
39,624
555
$1.25M 0.01%
17,294
556
$1.23M 0.01%
57,500
-8,410
557
$1.23M 0.01%
9,143
558
$1.21M 0.01%
71,464
-10,452
559
$1.18M 0.01%
13,074
-1,085
560
$1.15M 0.01%
35,239
-5,153
561
$1.14M 0.01%
+16,485
562
$1.11M 0.01%
4,163
563
$1.11M 0.01%
57,523
564
$1.1M 0.01%
9,017
-1,104
565
$1.1M 0.01%
107,268
+34,017
566
$1.1M 0.01%
49,818
-3,320
567
$1.09M 0.01%
10,695
568
$1.08M 0.01%
37,758
-4,992
569
$1.08M 0.01%
11,781
-1,722
570
$995K 0.01%
33,736
-3,803
571
$976K 0.01%
43,614
-6,379
572
$965K 0.01%
22,130
-1,845
573
$964K 0.01%
45,391
-6,639
574
$953K 0.01%
16,102
575
$925K 0.01%
30,540
-4,465
21 22
23
24 25