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
176
$16K 0.01%
+79
177
$16K 0.01%
+255
178
$16K 0.01%
+45
179
$15K 0.01%
+27
180
$15K 0.01%
+350
181
$15K 0.01%
+200
182
$15K 0.01%
+325
183
$15K 0.01%
+145
184
$15K 0.01%
+320
185
$15K 0.01%
+400
186
$14K 0.01%
+57
187
$14K 0.01%
+81
188
$14K 0.01%
+204
189
$14K 0.01%
+500
190
$13K 0.01%
+619
191
$13K 0.01%
+300
192
$13K 0.01%
+33
193
$13K 0.01%
+200
194
$12K 0.01%
+48
195
$12K 0.01%
+104
196
$12K 0.01%
+159
197
$12K 0.01%
+33
198
$12K 0.01%
+55
199
$11K 0.01%
+2,300
200
$11K 0.01%
+50
6 7
8
9 10