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
$145M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$844K
3
+$821K
4
PFE icon
Pfizer
PFE
+$312K
5
COP icon
ConocoPhillips
COP
+$247K

Top Sells

1
+$1.23M
2
+$571K
3
+$559K
4
PARA
Paramount Global Class B
PARA
+$548K
5
AAPL icon
Apple
AAPL
+$431K

Sector Composition

1 Healthcare 15.1%
2 Technology 14.2%
3 Financials 13.21%
4 Consumer Staples 8.43%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.41%
6,705
+19
27
$1.99M 1.37%
44,259
-49
28
$1.94M 1.34%
36,442
-10,730
29
$1.92M 1.33%
87,427
-50
30
$1.92M 1.32%
44,812
-1,500
31
$1.82M 1.26%
22,595
-640
32
$1.78M 1.23%
10,494
33
$1.77M 1.22%
15,550
-210
34
$1.74M 1.2%
6,159
35
$1.74M 1.2%
96,845
-1,783
36
$1.64M 1.13%
13,530
37
$1.54M 1.06%
108,205
38
$1.51M 1.04%
18,786
-200
39
$906K 0.62%
5,519
-1,109
40
$848K 0.58%
50,600
-1,288
41
$821K 0.57%
+4,953
42
$801K 0.55%
17,506
43
$792K 0.55%
9,365
44
$790K 0.54%
29,444
-2,598
45
$779K 0.54%
64,900
+17,600
46
$661K 0.46%
8,177
47
$618K 0.43%
5,942
48
$510K 0.35%
11,243
49
$482K 0.33%
4,582
+2,345
50
$467K 0.32%
20,640
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