AIM

AHL Investment Management Portfolio holdings

AUM $146M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$489K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$1.79M
3 +$1.71M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.42M
5
QCOM icon
Qualcomm
QCOM
+$1.19M

Top Sells

1 +$966K
2 +$852K
3 +$852K
4
NTR icon
Nutrien
NTR
+$804K
5
KHC icon
Kraft Heinz
KHC
+$716K

Sector Composition

1 Healthcare 16.58%
2 Technology 14.71%
3 Financials 14%
4 Consumer Staples 8.8%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-28
102
-100
103
-1,650
104
-164
105
-255
106
-596
107
-25
108
-205
109
-500
110
-223
111
-320
112
-330
113
-2
114
-160
115
-75
116
-40
117
-45
118
-14
119
-6,468
120
-40
121
-45
122
-54
123
-50
124
-304
125
-94