AIM

AHL Investment Management Portfolio holdings

AUM $146M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$5.82M
2 +$5.6M
3 +$5.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.22M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.29%
2 Financials 14.48%
3 Technology 14.18%
4 Consumer Staples 9.45%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$6K 0.01%
+255
252
$6K 0.01%
+223
253
$6K 0.01%
+45
254
$6K 0.01%
+40
255
$6K 0.01%
+167
256
$5K ﹤0.01%
+150
257
$5K ﹤0.01%
+32
258
$5K ﹤0.01%
+44
259
$5K ﹤0.01%
+40
260
$5K ﹤0.01%
+185
261
$5K ﹤0.01%
+121
262
$5K ﹤0.01%
+114
263
$5K ﹤0.01%
+72
264
$5K ﹤0.01%
+34
265
$5K ﹤0.01%
+100
266
$5K ﹤0.01%
+18
267
$5K ﹤0.01%
+19
268
$5K ﹤0.01%
+100
269
$5K ﹤0.01%
+54
270
$5K ﹤0.01%
+72
271
$5K ﹤0.01%
+50
272
$4K ﹤0.01%
+14
273
$4K ﹤0.01%
+75
274
$4K ﹤0.01%
+62
275
$4K ﹤0.01%
+79