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
51
$946K 0.31%
+5,525
52
$941K 0.31%
41,210
+40,410
53
$916K 0.3%
+7,445
54
$890K 0.29%
9,000
55
$884K 0.29%
10,895
+15
56
$881K 0.29%
5,569
+1,269
57
$843K 0.28%
45,325
+300
58
$768K 0.25%
20,295
+35
59
$761K 0.25%
6,216
60
$758K 0.25%
5,100
61
$705K 0.23%
38,200
62
$671K 0.22%
14,800
63
$671K 0.22%
86,380
-20,000
64
$645K 0.21%
+82,080
65
$639K 0.21%
57,598
66
$590K 0.19%
14,052
67
$566K 0.19%
+54,300
68
$553K 0.18%
74,200
-45,190
69
$516K 0.17%
18,410
70
$391K 0.13%
26,000
71
$385K 0.13%
5,500
72
$369K 0.12%
1,340
+5
73
$323K 0.11%
32,500
74
$289K 0.1%
2,125
75
$273K 0.09%
+650
1 2
3
4 5