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
151
$22K 0.02%
+400
152
$22K 0.02%
+272
153
$21K 0.02%
+1,000
154
$21K 0.02%
+707
155
$21K 0.02%
+272
156
$21K 0.02%
+330
157
$21K 0.02%
+1,500
158
$21K 0.02%
+64
159
$20K 0.02%
+80
160
$20K 0.02%
+357
161
$20K 0.02%
+427
162
$20K 0.02%
+400
163
$20K 0.02%
+177
164
$20K 0.02%
+397
165
$19K 0.02%
+300
166
$19K 0.02%
+500
167
$19K 0.02%
+889
168
$19K 0.02%
+650
169
$18K 0.02%
+104
170
$18K 0.02%
+162
171
$17K 0.02%
+450
172
$17K 0.02%
+250
173
$17K 0.02%
+26
174
$17K 0.02%
+110
175
$16K 0.01%
+450
5 6
7
8 9