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
$372M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.69M
3
+$1.44M
4
CMCSA icon
Comcast
CMCSA
+$1.35M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.2M

Top Sells

1
+$2.83M
2
+$2.79M
3
+$2.76M
4
JPM icon
JPMorgan Chase
JPM
+$1.49M
5
ALSN icon
Allison Transmission
ALSN
+$1.34M

Sector Composition

1 Financials 33.28%
2 Technology 19.01%
3 Consumer Discretionary 16.92%
4 Industrials 9.77%
5 Healthcare 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46.3K 0.01%
50
102
$44.1K 0.01%
675
103
$44K 0.01%
1,000
104
$42.9K 0.01%
320
105
$42.5K 0.01%
55
106
$41.8K 0.01%
441
107
$40.6K 0.01%
119
108
$40.1K 0.01%
142
109
$36.6K 0.01%
180
110
$35.3K 0.01%
211
111
$32.6K 0.01%
138
112
$32.4K 0.01%
262
113
$29.9K 0.01%
410
114
$28.6K 0.01%
90
115
$27.8K 0.01%
4,840
-2,575
116
$27.3K 0.01%
309
117
$27.2K 0.01%
82
118
$27K 0.01%
401
119
$26.9K 0.01%
261
120
$26.6K 0.01%
40
121
$26.5K 0.01%
316
122
$26K 0.01%
425
123
$25.7K 0.01%
1,555
-125
124
$25.2K 0.01%
+880
125
$23.5K 0.01%
60
3 4
5
6 7