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
$3.15B
AUM Growth
+$762M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$21.7M
3
+$19.3M
4
META icon
Meta Platforms (Facebook)
META
+$8.99M
5
TSLA icon
Tesla
TSLA
+$7.39M

Top Sells

1
+$954K
2
+$927K
3
+$858K
4
NOC icon
Northrop Grumman
NOC
+$721K
5
HDS
HD Supply Holdings, Inc.
HDS
+$567K

Sector Composition

1 Technology 26.23%
2 Healthcare 13.43%
3 Financials 12.89%
4 Consumer Discretionary 12.42%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$593K 0.02%
33,016
-381
577
$585K 0.02%
+6,512
578
$580K 0.02%
19,285
579
$574K 0.02%
2,339
-25
580
$555K 0.02%
25,013
+3,263
581
$553K 0.02%
11,873
+816
582
$550K 0.02%
19,041
-363
583
$549K 0.02%
33,722
-318
584
$543K 0.02%
11,238
585
$535K 0.02%
14,330
-151
586
$510K 0.02%
11,230
+3,640
587
$494K 0.02%
11,813
588
$491K 0.02%
15,626
+5,073
589
$484K 0.02%
3,658
-495
590
$475K 0.02%
25,596
+8,407
591
$440K 0.01%
7,053
592
$432K 0.01%
13,549
-251
593
$393K 0.01%
+11,470
594
$375K 0.01%
11,831
+810
595
$355K 0.01%
2,251
596
– –
-4,976
597
– –
-18,526
598
– –
-21,908
599
– –
-13,748
600
– –
-12,448
21 22 23
24
25