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
576
$902K 0.01%
17,333
577
$900K 0.01%
24,662
-3,606
578
$859K 0.01%
50,011
-4,771
579
$831K 0.01%
14,394
-1,916
580
$830K 0.01%
47,503
-6,947
581
$795K 0.01%
15,119
-2,296
582
$784K 0.01%
3,219
583
$775K 0.01%
23,650
-3,458
584
$770K 0.01%
8,085
-7,011
585
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21,666
-2,999
586
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12,470
-1,912
587
$729K 0.01%
46,612
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588
$724K 0.01%
120,096
-17,864
589
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19,765
+4,120
590
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14,235
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591
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592
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37,887
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593
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21,105
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594
$617K 0.01%
22,613
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595
$591K 0.01%
45,787
-6,954
596
$565K 0.01%
28,139
597
$557K 0.01%
14,142
-2,071
598
$556K 0.01%
19,373
-2,839
599
$519K 0.01%
32,431
-4,824
600
$505K 0.01%
11,674
-1,736
22 23
24
25 26