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
26
$1.32M 1.2%
+67,750
27
$1.26M 1.15%
+26,040
28
$1.19M 1.08%
+13,766
29
$1.14M 1.04%
+8,832
30
$1.02M 0.93%
+32,500
31
$998K 0.91%
+6,628
32
$966K 0.88%
+23,215
33
$870K 0.79%
+9,455
34
$852K 0.78%
+29,000
35
$852K 0.78%
+45,120
36
$817K 0.75%
+51,130
37
$815K 0.74%
+10,077
38
$804K 0.73%
+10,695
39
$742K 0.68%
+13,687
40
$716K 0.65%
+19,940
41
$696K 0.64%
+28,527
42
$691K 0.63%
+20,738
43
$576K 0.53%
+11,052
44
$562K 0.51%
+6,454
45
$532K 0.49%
+13,481
46
$405K 0.37%
+15,108
47
$399K 0.36%
+5,065
48
$397K 0.36%
+2,380
49
$394K 0.36%
+20,748
50
$373K 0.34%
+14,474
1
2
3 4 5