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
301
$2K ﹤0.01%
+42
302
$2K ﹤0.01%
+100
303
$2K ﹤0.01%
+60
304
$2K ﹤0.01%
+45
305
$2K ﹤0.01%
+39
306
$2K ﹤0.01%
+20
307
$2K ﹤0.01%
+16
308
$2K ﹤0.01%
+50
309
$2K ﹤0.01%
+60
310
$2K ﹤0.01%
+30
311
$2K ﹤0.01%
+7
312
$2K ﹤0.01%
+34
313
$1K ﹤0.01%
+10
314
$1K ﹤0.01%
+100
315
$1K ﹤0.01%
+5
316
$1K ﹤0.01%
+29
317
$1K ﹤0.01%
+20
318
$1K ﹤0.01%
+10
319
$1K ﹤0.01%
+10
320
$1K ﹤0.01%
+28
321
$1K ﹤0.01%
+25
322
$1K ﹤0.01%
+75
323
$1K ﹤0.01%
+5
324
$0 ﹤0.01%
+25
325
$0 ﹤0.01%
+2
10 11 12
13
14