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
576
$420K 0.02%
5,555
+1,476
577
$420K 0.02%
19,285
+3,555
578
$419K 0.02%
21,750
+4,124
579
$415K 0.02%
11,057
+2,497
580
$414K 0.02%
13,800
+2,995
581
$413K 0.02%
4,976
+1,290
582
$409K 0.02%
7,053
+1,455
583
$406K 0.02%
11,238
-3,874
584
$384K 0.02%
19,580
585
$384K 0.02%
+1,530
586
$365K 0.02%
12,125
+1,622
587
$351K 0.01%
10,291
-350
588
$326K 0.01%
35,996
+5,066
589
$322K 0.01%
28,254
-1,459
590
$319K 0.01%
2,251
+1,544
591
$286K 0.01%
17,189
-534
592
$270K 0.01%
7,590
593
$269K 0.01%
11,021
-474
594
$260K 0.01%
10,553
+608
595
$247K 0.01%
3,633
596
– –
-31,784
597
– –
-10,230
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