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

Top Buys

1
+$21.3M
2
+$20.7M
3
+$18.9M
4
SW
Smurfit Westrock
SW
+$13.9M
5
SF icon
Stifel
SF
+$13.1M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42.4K 0.01%
+1,000
102
$41.9K 0.01%
+675
103
$41.1K 0.01%
+142
104
$40.5K 0.01%
+441
105
$40.3K 0.01%
+55
106
$39.1K 0.01%
+179
107
$35.6K 0.01%
+7,415
108
$35K 0.01%
+180
109
$34.7K 0.01%
+119
110
$34K 0.01%
+38
111
$33.5K 0.01%
+410
112
$31.8K 0.01%
+138
113
$31.5K 0.01%
+273
114
$30.9K 0.01%
+262
115
$30.8K 0.01%
+211
116
$27.9K 0.01%
+90
117
$27.6K 0.01%
+309
118
$26.7K 0.01%
+60
119
$26.2K 0.01%
+82
120
$25.5K 0.01%
+261
121
$25.3K 0.01%
+316
122
$25.1K 0.01%
+401
123
$24.7K 0.01%
+40
124
$24.3K 0.01%
+89
125
$24K 0.01%
+425
3 4
5
6 7