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
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$330K 0.01%
6,695
+304
627
$317K 0.01%
8,557
628
$282K 0.01%
4,291
629
$271K ﹤0.01%
8,077
630
$267K ﹤0.01%
5,118
+95
631
$233K ﹤0.01%
1,729
632
$211K ﹤0.01%
17,637
633
$195K ﹤0.01%
28,028
634
$178K ﹤0.01%
21,191
635
$170K ﹤0.01%
+10,052
636
$143K ﹤0.01%
35,296
637
$111K ﹤0.01%
22,411
-10,040
638
$89K ﹤0.01%
13,258
639
$74K ﹤0.01%
7,315
-3,862
640
$34K ﹤0.01%
32,551
641
– –
-12,192
642
– –
-8,287
643
– –
-10,774
644
– –
-3,161
645
– –
-4,029
646
– –
-40,868
647
– –
-4,616
648
– –
-3,260
649
– –
-65,610
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