AIM

Access Investment Management Portfolio holdings

AUM $351M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$3.43M
3
+$1.42M
4
RGP icon
Resources Connection
RGP
+$1.15M
5
UTHR icon
United Therapeutics
UTHR
+$958K

Top Sells

1
+$2.32M
2
+$1M
3
+$970K
4
URI icon
United Rentals
URI
+$934K
5
KFRC icon
Kforce
KFRC
+$702K

Sector Composition

1 Financials 35.51%
2 Technology 17.46%
3 Consumer Discretionary 17.32%
4 Industrials 11.47%
5 Communication Services 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 1.17%
120,640
-7,885
27
$3.51M 1.16%
435,615
+565
28
$3.43M 1.13%
+104,125
29
$3.16M 1.04%
36,118
+15
30
$3.1M 1.03%
249,995
31
$3.06M 1.01%
275,323
+200
32
$2.9M 0.96%
20,000
33
$2.88M 0.95%
15,000
34
$2.69M 0.89%
160,000
-355
35
$2.54M 0.84%
35,975
-9,955
36
$2.53M 0.83%
66,275
+22,570
37
$2.39M 0.79%
112,585
+65
38
$1.83M 0.6%
17,530
+25
39
$1.68M 0.56%
36,135
-20,850
40
$1.66M 0.55%
7,210
+4,170
41
$1.42M 0.47%
+24,630
42
$1.42M 0.47%
127,000
43
$1.34M 0.44%
86,940
+100
44
$1.3M 0.43%
23,560
+30
45
$1.2M 0.4%
57,675
46
$1.16M 0.38%
88,080
+87,595
47
$1.14M 0.38%
90,000
48
$1.12M 0.37%
124,430
+790
49
$1.05M 0.35%
5,500
50
$950K 0.31%
54,000
+17,000
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