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
$1.06B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.99M
3
+$9.36M
4
META icon
Meta Platforms (Facebook)
META
+$6.19M
5
JPM icon
JPMorgan Chase
JPM
+$5.19M

Top Sells

1
+$2.29M
2
+$1.61M
3
+$681K
4
TNL icon
Travel + Leisure Co
TNL
+$391K
5
DBRG icon
DigitalBridge
DBRG
+$255K

Sector Composition

1 Technology 18.3%
2 Financials 16%
3 Healthcare 13.21%
4 Communication Services 10.66%
5 Consumer Discretionary 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$226K 0.02%
+2,800
577
$225K 0.02%
+3,546
578
$219K 0.02%
+1,980
579
$218K 0.02%
+1,091
580
$211K 0.02%
+4,914
581
$206K 0.02%
+1,239
582
$200K 0.02%
+5,197
583
– –
-11,356
584
– –
-5,756
585
– –
-7,562
586
– –
-24,165
587
– –
-13,835
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