II

IFM Investors Portfolio holdings

AUM $12B
1-Year Est. Return 26.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.7B
AUM Growth
-$744M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$20.1M
3
+$12.5M
4
TSLA icon
Tesla
TSLA
+$10.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.59M

Top Sells

1
+$5.5M
2
+$4.14M
3
+$1.44M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.28M
5
UNP icon
Union Pacific
UNP
+$1.19M

Sector Composition

1 Technology 24.82%
2 Healthcare 14.68%
3 Financials 12.31%
4 Consumer Discretionary 10.45%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$333K 0.01%
2,779
627
$308K 0.01%
8,077
628
$305K 0.01%
5,023
-600
629
$290K 0.01%
16,142
630
$280K ﹤0.01%
1,729
631
$268K ﹤0.01%
11,177
+5,344
632
$264K ﹤0.01%
28,028
+2,105
633
$243K ﹤0.01%
10,774
-178
634
$226K ﹤0.01%
+3,161
635
$217K ﹤0.01%
+4,656
636
$214K ﹤0.01%
4,029
-4
637
$212K ﹤0.01%
8,287
638
$210K ﹤0.01%
21,191
639
$203K ﹤0.01%
3,260
-395
640
$177K ﹤0.01%
35,296
641
$158K ﹤0.01%
+32,451
642
$88K ﹤0.01%
+13,258
643
$69K ﹤0.01%
32,551
644
– –
-30,178
645
– –
-110,029
646
– –
-9,706
647
– –
-50,053
648
– –
-9,173
649
– –
-4,913
650
– –
-5,155
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