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
$99.4M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.19M
3
+$676K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$471K
5
SYK icon
Stryker
SYK
+$452K

Top Sells

1
+$1.06M
2
+$604K
3
+$569K
4
ABBV icon
AbbVie
ABBV
+$478K
5
BAC icon
Bank of America
BAC
+$252K

Sector Composition

1 Healthcare 17.3%
2 Technology 12.99%
3 Financials 12.17%
4 Consumer Staples 9.47%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.63%
9,722
-145
27
$1.6M 1.61%
112,893
-661
28
$1.55M 1.56%
64,755
-60
29
$1.46M 1.47%
13,740
+360
30
$1.31M 1.32%
53,297
+1,992
31
$1.29M 1.3%
13,400
-176
32
$1.03M 1.04%
25,530
-90
33
$991K 1%
7,755
34
$900K 0.91%
32,260
+100
35
$817K 0.82%
10,643
+775
36
$775K 0.78%
21,740
+8,213
37
$750K 0.75%
6,628
38
$733K 0.74%
57,830
+7,900
39
$676K 0.68%
+8,000
40
$657K 0.66%
31,587
+3,060
41
$626K 0.63%
7,500
-1,332
42
$450K 0.45%
6,374
43
$446K 0.45%
+33,253
44
$395K 0.4%
10,417
45
$342K 0.34%
4,412
46
$317K 0.32%
5,065
47
$315K 0.32%
15,045
-66
48
$307K 0.31%
20,640
-108
49
$284K 0.29%
752
+137
50
$270K 0.27%
3,776
-36
1
2
3