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
$372M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$60.2K

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
LIN icon
151
Linde
LIN
$232B
$11.4K ﹤0.01%
24
BABA icon
152
Alibaba
BABA
$318B
$11.1K ﹤0.01%
62
KO icon
153
Coca-Cola
KO
$337B
$10.9K ﹤0.01%
165
ETR icon
154
Entergy
ETR
$47.8B
$10.6K ﹤0.01%
114
TJX icon
155
TJX Companies
TJX
$179B
$10.6K ﹤0.01%
73
WM icon
156
Waste Management
WM
$98B
$10.4K ﹤0.01%
47
DE icon
157
Deere & Co
DE
$168B
$9.6K ﹤0.01%
21
YUM icon
158
Yum! Brands
YUM
$44.1B
$9.27K ﹤0.01%
61
XYZ
159
Block Inc
XYZ
$39.6B
$8.24K ﹤0.01%
114
CMI icon
160
Cummins
CMI
$79B
$7.6K ﹤0.01%
18
IYH icon
161
iShares US Healthcare ETF
IYH
$3.31B
$7.34K ﹤0.01%
125
PYPL icon
162
PayPal
PYPL
$43.5B
$6.97K ﹤0.01%
104
EBAY icon
163
eBay
EBAY
$40.7B
$6.64K ﹤0.01%
73
AEP icon
164
American Electric Power
AEP
$71.7B
$6.3K ﹤0.01%
56
MA icon
165
Mastercard
MA
$465B
$5.69K ﹤0.01%
10
KBWB icon
166
Invesco KBW Bank ETF
KBWB
$5.8B
$4.69K ﹤0.01%
60
IIIN icon
167
Insteel Industries
IIIN
$701M
$4.22K ﹤0.01%
110