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
276
$4K ﹤0.01%
+81
277
$4K ﹤0.01%
+50
278
$4K ﹤0.01%
+57
279
$4K ﹤0.01%
+75
280
$4K ﹤0.01%
+14
281
$4K ﹤0.01%
+55
282
$4K ﹤0.01%
+94
283
$4K ﹤0.01%
+44
284
$4K ﹤0.01%
+103
285
$3K ﹤0.01%
+50
286
$3K ﹤0.01%
+300
287
$3K ﹤0.01%
+59
288
$3K ﹤0.01%
+20
289
$3K ﹤0.01%
+30
290
$3K ﹤0.01%
+5
291
$3K ﹤0.01%
+24
292
$3K ﹤0.01%
+50
293
$3K ﹤0.01%
+22
294
$3K ﹤0.01%
+150
295
$3K ﹤0.01%
+88
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
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