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
101
$63K 0.06%
+668
102
$63K 0.06%
+400
103
$61K 0.06%
+2,316
104
$61K 0.06%
+365
105
$57K 0.05%
+304
106
$56K 0.05%
+500
107
$55K 0.05%
+1,060
108
$49K 0.04%
+280
109
$49K 0.04%
+1,300
110
$48K 0.04%
+1,111
111
$48K 0.04%
+141
112
$48K 0.04%
+52
113
$46K 0.04%
+954
114
$46K 0.04%
+320
115
$46K 0.04%
+932
116
$45K 0.04%
+150
117
$43K 0.04%
+198
118
$43K 0.04%
+701
119
$43K 0.04%
+75
120
$42K 0.04%
+742
121
$42K 0.04%
+221
122
$42K 0.04%
+825
123
$41K 0.04%
+228
124
$40K 0.04%
+157
125
$39K 0.04%
+596
3 4
5
6 7