AIM

Access Investment Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$9.62M
2 +$4.61M
3 +$4.46M
4
G icon
Genpact
G
+$1.41M
5
OI icon
O-I Glass
OI
+$1.22M

Top Sells

1 +$3.83M
2 +$1.3M
3 +$558K
4
WRK
WestRock Company
WRK
+$402K
5
OFS icon
OFS Capital
OFS
+$289K

Sector Composition

1 Financials 34.74%
2 Consumer Discretionary 19.52%
3 Technology 16.38%
4 Industrials 10.17%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$6.25K ﹤0.01%
+770
102
$5.46K ﹤0.01%
790
-81,290
103
$3.21K ﹤0.01%
60
104
-23,560