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
$9.84B
AUM Growth
-$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.46M
3
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

1
+$59.3M
2
+$51.1M
3
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$771K 0.01%
17,415
602
$759K 0.01%
73,251
-27,747
603
$744K 0.01%
24,341
+103
604
$692K 0.01%
43,641
605
$691K 0.01%
37,255
606
$672K 0.01%
19,182
+1,515
607
$669K 0.01%
9,656
608
$664K 0.01%
47,223
-1,043
609
$652K 0.01%
26,976
+3,181
610
$626K 0.01%
54,298
+2,130
611
$623K 0.01%
28,995
+764
612
$615K 0.01%
16,213
+240
613
$603K 0.01%
22,212
+1,047
614
$600K 0.01%
13,765
+352
615
$584K 0.01%
11,883
616
$556K 0.01%
46,922
617
$545K 0.01%
137,960
618
$544K 0.01%
13,410
619
$543K 0.01%
9,271
+218
620
$538K 0.01%
17,845
+2,040
621
$531K 0.01%
4,629
622
$526K 0.01%
15,645
623
$518K 0.01%
28,139
-10,658
624
$515K 0.01%
7,434
625
$511K 0.01%
7,536
23 24
25
26 27