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
$4.89B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$42.8M
3
+$34.2M
4
ACN icon
Accenture
ACN
+$24.1M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Top Sells

1
+$67.7M
2
+$4.02M
3
+$1.84M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.07M
5
IVZ icon
Invesco
IVZ
+$1.05M

Sector Composition

1 Technology 27.03%
2 Financials 13.89%
3 Healthcare 13.38%
4 Consumer Discretionary 12.18%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$510K 0.01%
3,658
602
$459K 0.01%
+3,521
603
$424K 0.01%
25,596
604
– –
-22,874
605
– –
-48,074
606
– –
-654,200
607
– –
-15,830
608
– –
-15,798
609
– –
-8,656
610
– –
-41,567
611
– –
-21,328
612
– –
-10,421
613
– –
-41,578
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