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
$109M
AUM Growth
-$489K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.79M
3
+$1.71M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.42M
5
QCOM icon
Qualcomm
QCOM
+$1.19M

Top Sells

1
+$966K
2
+$852K
3
+$852K
4
NTR icon
Nutrien
NTR
+$804K
5
KHC icon
Kraft Heinz
KHC
+$716K

Sector Composition

1 Healthcare 16.58%
2 Technology 14.71%
3 Financials 14%
4 Consumer Staples 8.8%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.56%
64,815
-2,118
27
$1.68M 1.54%
113,554
+32,039
28
$1.66M 1.52%
90,206
+22,456
29
$1.65M 1.51%
9,867
30
$1.34M 1.23%
13,576
-190
31
$1.27M 1.17%
25,620
-420
32
$1.19M 1.09%
+7,755
33
$1.05M 0.96%
8,832
34
$976K 0.89%
32,160
-340
35
$881K 0.81%
6,628
36
$769K 0.7%
9,868
-209
37
$693K 0.64%
49,930
-1,200
38
$679K 0.62%
28,527
39
$620K 0.57%
13,527
-160
40
$604K 0.55%
18,906
-1,832
41
$520K 0.48%
14,281
+800
42
$490K 0.45%
6,374
-80
43
$466K 0.43%
10,417
-635
44
$382K 0.35%
15,111
+3
45
$374K 0.34%
4,412
+3,200
46
$373K 0.34%
5,065
47
$372K 0.34%
20,748
48
$320K 0.29%
17,124
-4
49
$306K 0.28%
2,232
50
$297K 0.27%
3,985
1
2
3 4 5