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
101
-36,175
102
-5,400