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
626
$509K 0.01%
+21,912
627
$499K 0.01%
28,748
628
$497K 0.01%
7,665
629
$461K ﹤0.01%
2,515
-952
630
$452K ﹤0.01%
4,811
631
$435K ﹤0.01%
8,136
632
$434K ﹤0.01%
6,520
633
$430K ﹤0.01%
47,631
-1,169
634
$390K ﹤0.01%
5,060
635
$382K ﹤0.01%
4,920
636
$378K ﹤0.01%
10,332
637
$375K ﹤0.01%
27,697
638
$375K ﹤0.01%
12,922
-480
639
$363K ﹤0.01%
31,942
-12,099
640
$361K ﹤0.01%
35,348
641
$358K ﹤0.01%
7,887
+248
642
$356K ﹤0.01%
10,294
+332
643
$354K ﹤0.01%
2,918
644
$351K ﹤0.01%
23,647
645
$344K ﹤0.01%
11,416
646
$338K ﹤0.01%
46,334
647
$322K ﹤0.01%
13,243
648
$321K ﹤0.01%
31,133
649
$314K ﹤0.01%
16,644
+1,691
650
$312K ﹤0.01%
20,412
24 25
26
27 28