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
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.71M
3
+$3.5M
4
MSTR icon
Strategy Inc
MSTR
+$2.5M
5
SCHW icon
Charles Schwab
SCHW
+$1.77M

Top Sells

1
+$6.59M
2
+$6.34M
3
+$6.19M
4
DUK icon
Duke Energy
DUK
+$5.81M
5
AMT icon
American Tower
AMT
+$5.67M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$267K ﹤0.01%
15,770
-2,438
627
$264K ﹤0.01%
16,377
-2,400
628
$260K ﹤0.01%
16,428
-1,511
629
$257K ﹤0.01%
16,370
630
$255K ﹤0.01%
4,415
-3,721
631
$252K ﹤0.01%
14,621
-2,261
632
$248K ﹤0.01%
5,524
633
$246K ﹤0.01%
27,932
-4,092
634
$243K ﹤0.01%
23,987
-3,710
635
$243K ﹤0.01%
2,610
-2,201
636
$241K ﹤0.01%
20,480
-3,167
637
$238K ﹤0.01%
30,169
-5,179
638
$238K ﹤0.01%
5,677
-4,655
639
$226K ﹤0.01%
17,104
640
$215K ﹤0.01%
3,325
-486
641
$214K ﹤0.01%
27,367
-3,766
642
$213K ﹤0.01%
2,710
-2,210
643
$212K ﹤0.01%
7,992
-1,014
644
$208K ﹤0.01%
1,620
-1,298
645
$207K ﹤0.01%
4,268
-3,619
646
$206K ﹤0.01%
10,758
647
$198K ﹤0.01%
22,841
-3,531
648
$195K ﹤0.01%
10,404
-1,607
649
$183K ﹤0.01%
24,800
-3,835
650
$159K ﹤0.01%
37,059
-5,732
24 25
26
27 28