AIM
AHL Investment Management Portfolio holdings
AUM
$150M
This Quarter Return
+8.21%
1 Year Return
+13.41%
3 Year Return
+39.85%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.39%
Holding
330
New
330
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.23M |
| 2 |
Coca-Cola
KO
|
$6.18M |
| 3 |
Microsoft
MSFT
|
$5.81M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$5.18M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Ekso Bionics
EKSO
$10.3M
| $0 | ﹤0.01% |
+17
| New | – |
|
327
Halliburton
HAL
$19.3B
| $0 | ﹤0.01% |
+16
| New | – |
|
328
Kyndryl
KD
$7.21B
| $0 | ﹤0.01% |
+12
| New | – |
|
329
Luminar Technologies
LAZR
$112M
| $0 | ﹤0.01% |
+10
| New | – |
|
330
Teladoc Health
TDOC
$1.35B
| $0 | ﹤0.01% |
+2
| New | – |
|