AIM

Access Investment Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.69M
3
+$1.44M
4
CMCSA icon
Comcast
CMCSA
+$1.35M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.2M

Top Sells

1
+$2.83M
2
+$2.79M
3
+$2.76M
4
JPM icon
JPMorgan Chase
JPM
+$1.49M
5
ALSN icon
Allison Transmission
ALSN
+$1.34M

Sector Composition

1 Financials 33.28%
2 Technology 19.01%
3 Consumer Discretionary 16.92%
4 Industrials 9.77%
5 Healthcare 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.57M 1.5%
177,365
+40,360
27
$5.34M 1.43%
372,450
-63,420
28
$5.12M 1.38%
29,661
+320
29
$5.01M 1.35%
163,925
-84,105
30
$4.8M 1.29%
440,384
+96,630
31
$4.41M 1.18%
160,625
+20,155
32
$3.91M 1.05%
35,385
+335
33
$3.86M 1.04%
105,555
+8,525
34
$3.51M 0.94%
+136,105
35
$3.15M 0.85%
7,520
+65
36
$3.13M 0.84%
15,000
37
$3.11M 0.84%
90,745
+725
38
$2.66M 0.72%
396,510
-2,980
39
$2.53M 0.68%
149,125
+545
40
$2.42M 0.65%
18,235
+185
41
$2.04M 0.55%
90,350
+860
42
$1.74M 0.47%
20,545
+14,470
43
$1.45M 0.39%
127,000
44
$1.26M 0.34%
5,500
45
$1.24M 0.33%
6,713
+60
46
$1.19M 0.32%
82,950
+735
47
$1.18M 0.32%
57,675
48
$1.13M 0.3%
37,525
+505
49
$1.07M 0.29%
57,598
50
$1.04M 0.28%
+65,695
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