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
201
$11K 0.01%
+150
202
$11K 0.01%
+150
203
$11K 0.01%
+400
204
$11K 0.01%
+331
205
$11K 0.01%
+101
206
$10K 0.01%
+123
207
$10K 0.01%
+161
208
$10K 0.01%
+76
209
$10K 0.01%
+122
210
$10K 0.01%
+100
211
$10K 0.01%
+88
212
$10K 0.01%
+450
213
$10K 0.01%
+205
214
$10K 0.01%
+125
215
$9K 0.01%
+50
216
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+600
217
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+145
218
$9K 0.01%
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219
$9K 0.01%
+125
220
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+86
221
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222
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$9K 0.01%
+311
224
$9K 0.01%
+40
225
$9K 0.01%
+14