AIM

AHL Investment Management Portfolio holdings

AUM $146M
1-Year Est. Return 12.44%
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
+$6.23M
2
+$6.18M
3
+$5.81M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.18M
5
JPM icon
JPMorgan Chase
JPM
+$5.04M

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%
+44
257
$5K ﹤0.01%
+40
258
$5K ﹤0.01%
+185
259
$5K ﹤0.01%
+121
260
$5K ﹤0.01%
+114
261
$5K ﹤0.01%
+72
262
$5K ﹤0.01%
+34
263
$5K ﹤0.01%
+100
264
$5K ﹤0.01%
+150
265
$5K ﹤0.01%
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266
$5K ﹤0.01%
+18
267
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+19
268
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+100
269
$5K ﹤0.01%
+54
270
$5K ﹤0.01%
+72
271
$5K ﹤0.01%
+50
272
$4K ﹤0.01%
+62
273
$4K ﹤0.01%
+79
274
$4K ﹤0.01%
+10
275
$4K ﹤0.01%
+45
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