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
126
$22.1K 0.01%
88
127
$22.1K 0.01%
62
128
$21.9K 0.01%
84
129
$21.5K 0.01%
400
130
$21.1K 0.01%
89
131
$20.9K 0.01%
45
132
$20.6K 0.01%
55
133
$20.1K 0.01%
294
134
$19.2K 0.01%
2,500
135
$18.5K 0.01%
92
136
$18.3K ﹤0.01%
65
137
$18.1K ﹤0.01%
55
-28
138
$17.4K ﹤0.01%
23
139
$16.5K ﹤0.01%
586
140
$16.3K ﹤0.01%
150
141
$16.1K ﹤0.01%
97
142
$14.2K ﹤0.01%
585
+195
143
$14K ﹤0.01%
12
144
$13.4K ﹤0.01%
22
145
$13.3K ﹤0.01%
195
+160
146
$13K ﹤0.01%
48
147
$12.9K ﹤0.01%
44
148
$12K ﹤0.01%
1,000
149
$11.9K ﹤0.01%
93
150
$11.7K ﹤0.01%
138
4 5
6
7 8