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
126
$39K 0.04%
+195
127
$36K 0.03%
+750
128
$35K 0.03%
+54
129
$35K 0.03%
+470
130
$34K 0.03%
+120
131
$32K 0.03%
+530
132
$31K 0.03%
+146
133
$31K 0.03%
+70
134
$31K 0.03%
+500
135
$30K 0.03%
+400
136
$30K 0.03%
+604
137
$30K 0.03%
+571
138
$29K 0.03%
+479
139
$27K 0.02%
+280
140
$26K 0.02%
+160
141
$26K 0.02%
+100
142
$25K 0.02%
+1,028
143
$25K 0.02%
+287
144
$24K 0.02%
+97
145
$24K 0.02%
+332
146
$24K 0.02%
+427
147
$23K 0.02%
+402
148
$23K 0.02%
+250
149
$23K 0.02%
+92
150
$23K 0.02%
+257
4 5
6
7 8