AIM

Access Investment Management Portfolio holdings

AUM $372M
This Fund
S&P 500
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
+$6.39M
2
+$3.62M
3
+$1.41M
4
RGP icon
Resources Connection
RGP
+$1.17M
5
UTHR icon
United Therapeutics
UTHR
+$941K

Top Sells

1
+$1.99M
2
+$1M
3
+$918K
4
URI icon
United Rentals
URI
+$831K
5
KFRC icon
Kforce
KFRC
+$681K

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
101
– –
-14,255
102
– –
-5,400
1 2 3 4
5