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
51
$351K 0.32%
+17,128
52
$346K 0.32%
+2,232
53
$322K 0.29%
+5,794
54
$306K 0.28%
+1,102
55
$300K 0.27%
+722
56
$288K 0.26%
+6,471
57
$285K 0.26%
+3,985
58
$283K 0.26%
+11,068
59
$247K 0.23%
+1,508
60
$229K 0.21%
+8,500
61
$197K 0.18%
+415
62
$195K 0.18%
+6,468
63
$182K 0.17%
+1,595
64
$174K 0.16%
+3,524
65
$172K 0.16%
+4,400
66
$172K 0.16%
+775
67
$170K 0.16%
+1,206
68
$163K 0.15%
+315
69
$155K 0.14%
+1,800
70
$147K 0.13%
+1,200
71
$139K 0.13%
+276
72
$121K 0.11%
+1,460
73
$121K 0.11%
+1,935
74
$119K 0.11%
+760
75
$114K 0.1%
+2,156
1 2
3
4 5