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
76
$237K 0.08%
5,370
77
$217K 0.07%
6,600
78
$192K 0.06%
+500
79
$188K 0.06%
668
80
$175K 0.06%
20,000
81
$167K 0.06%
54,705
-1,060
82
$140K 0.05%
+817
83
$116K 0.04%
283
+8
84
$71.6K 0.02%
2,000
85
$70.9K 0.02%
+437
86
$62.1K 0.02%
555
-170
87
$56.4K 0.02%
+275
88
$48.7K 0.02%
620
+25
89
$32.2K 0.01%
180
90
$30.9K 0.01%
+285
91
$28.7K 0.01%
350
+10
92
$28K 0.01%
+851
93
$24.2K 0.01%
+1,010
94
$19.6K 0.01%
4,565
+800
95
$17.1K 0.01%
970
+310
96
$14.7K ﹤0.01%
20
97
$5.57K ﹤0.01%
+165
98
$3.22K ﹤0.01%
60
99
– –
-14,255
100
– –
-25
1 2 3
4
5