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
$143M
AUM Growth
-$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$936K
3
+$879K
4
MRK icon
Merck
MRK
+$269K
5
AXON icon
Axon Enterprise
AXON
+$238K

Top Sells

1
+$848K
2
+$564K
3
+$227K
4
GPC icon
Genuine Parts
GPC
+$208K
5
AXP icon
American Express
AXP
+$199K

Sector Composition

1 Technology 14.39%
2 Healthcare 14.03%
3 Financials 13.62%
4 Industrials 7.85%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.38%
86,370
-1,057
27
$1.95M 1.37%
6,734
+29
28
$1.94M 1.36%
43,316
+713
29
$1.92M 1.34%
3,792
-17
30
$1.9M 1.33%
43,894
-918
31
$1.78M 1.25%
6,159
32
$1.78M 1.24%
44,455
+196
33
$1.75M 1.22%
15,470
-80
34
$1.62M 1.13%
98,213
+1,368
35
$1.6M 1.12%
10,494
36
$1.56M 1.1%
13,520
-10
37
$1.42M 0.99%
104,504
-3,701
38
$1.28M 0.9%
18,761
-25
39
$933K 0.65%
4,928
-25
40
$879K 0.62%
+22,095
41
$837K 0.59%
17,506
42
$709K 0.5%
27,456
-1,988
43
$698K 0.49%
62,400
-2,500
44
$671K 0.47%
9,365
45
$619K 0.43%
8,177
46
$596K 0.42%
26,243
+9,545
47
$570K 0.4%
2,460
48
$548K 0.38%
5,917
-25
49
$543K 0.38%
11,243
50
$478K 0.33%
20,640
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