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
$130M
AUM Growth
+$8.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$238K
3
+$232K
4
ETN icon
Eaton
ETN
+$215K
5
CVX icon
Chevron
CVX
+$138K

Top Sells

1
+$1.06M
2
+$226K
3
+$124K
4
SYK icon
Stryker
SYK
+$122K
5
ABBV icon
AbbVie
ABBV
+$94.3K

Sector Composition

1 Healthcare 15.61%
2 Technology 14.56%
3 Financials 12.99%
4 Industrials 8.91%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.26%
4,285
-780
52
$336K 0.26%
481
53
$326K 0.25%
2,460
54
$325K 0.25%
14,040
55
$307K 0.24%
12,114
56
$291K 0.22%
2,287
57
$281K 0.22%
937
58
$270K 0.21%
2,204
-45
59
$248K 0.19%
1,526
60
$238K 0.18%
+490
61
$232K 0.18%
+1,756
62
$231K 0.18%
1,490
63
$231K 0.18%
10,024
64
$226K 0.17%
5,950
-2
65
$215K 0.17%
+689
66
– –
-8,669
1 2
3