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
$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
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