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
126
$22.9K 0.01%
+84
127
$22.9K 0.01%
+83
128
$22.1K 0.01%
+62
129
$22.1K 0.01%
+166
130
$21.1K 0.01%
+2,500
131
$20.9K 0.01%
+400
132
$20.4K 0.01%
+294
133
$19.8K 0.01%
+45
134
$19.6K 0.01%
+55
135
$19.5K 0.01%
+88
136
$19.2K 0.01%
+65
137
$18.8K 0.01%
+1,680
138
$17.9K 0.01%
+856
139
$17.2K ﹤0.01%
+92
140
$17K ﹤0.01%
+586
141
$16.1K ﹤0.01%
+23
142
$15.4K ﹤0.01%
+97
143
$14.1K ﹤0.01%
+26
144
$13.7K ﹤0.01%
+150
145
$13.6K ﹤0.01%
+44
146
$13.2K ﹤0.01%
+48
147
$12.6K ﹤0.01%
+12
148
$12.4K ﹤0.01%
+138
149
$11.7K ﹤0.01%
+165
150
$11.4K ﹤0.01%
+26
3 4 5
6
7