AIM
AHL Investment Management Portfolio holdings
AUM
$150M
This Quarter Return
+10.33%
1 Year Return
+13.41%
3 Year Return
+39.85%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+11%)
Cap. Flow
+$1.36M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
43.98%
Holding
66
New
12
Increased
15
Reduced
27
Closed
4
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.56M |
| 2 |
ISD
PGIM High Yield Bond Fund
ISD
|
$1.4M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$828K |
| 4 |
Global X US Preferred ETF
PFFD
|
$457K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$418K |
Top Sells
Sector Composition
| 1 | Healthcare | 17.01% |
| 2 | Technology | 12.2% |
| 3 | Financials | 11.92% |
| 4 | Consumer Staples | 9.2% |
| 5 | Industrials | 9.11% |
