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
$351M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1 +$27.9M
2 +$24M
3 +$20.2M
4
SF icon
Stifel
SF
+$14.8M
5
JPM icon
JPMorgan Chase
JPM
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.06%
2 Technology 20.15%
3 Consumer Discretionary 17.91%
4 Industrials 8.71%
5 Healthcare 5.1%