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
276
$4K ﹤0.01%
+10
277
$4K ﹤0.01%
+45
278
$4K ﹤0.01%
+81
279
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+50
280
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+57
281
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282
$4K ﹤0.01%
+94
283
$4K ﹤0.01%
+88
284
$4K ﹤0.01%
+103
285
$3K ﹤0.01%
+88
286
$3K ﹤0.01%
+50
287
$3K ﹤0.01%
+300
288
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+59
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$3K ﹤0.01%
+20
290
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291
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+5
292
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+22
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+225
296
$3K ﹤0.01%
+170
297
$3K ﹤0.01%
+81
298
$2K ﹤0.01%
+65
299
$2K ﹤0.01%
+16
300
$2K ﹤0.01%
+55