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
76
$113K 0.1%
+816
77
$113K 0.1%
+1,650
78
$113K 0.1%
+1,212
79
$104K 0.09%
+3,170
80
$104K 0.09%
+3,897
81
$101K 0.09%
+700
82
$99K 0.09%
+338
83
$97K 0.09%
+1,350
84
$85K 0.08%
+254
85
$83K 0.08%
+1,500
86
$83K 0.08%
+300
87
$78K 0.07%
+368
88
$75K 0.07%
+1,274
89
$74K 0.07%
+750
90
$74K 0.07%
+276
91
$73K 0.07%
+2,480
92
$72K 0.07%
+350
93
$71K 0.06%
+478
94
$71K 0.06%
+681
95
$70K 0.06%
+902
96
$70K 0.06%
+409
97
$68K 0.06%
+869
98
$68K 0.06%
+4,672
99
$65K 0.06%
+744
100
$65K 0.06%
+2,800
2 3
4
5 6