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
1
$6.23M 5.68%
+35,065
2
$6.18M 5.64%
+104,440
3
$5.81M 5.3%
+17,273
4
$5.18M 4.72%
+203,622
5
$5.04M 4.6%
+31,805
6
$3.85M 3.52%
+28,448
7
$3.69M 3.37%
+200,495
8
$3.58M 3.27%
+9,259
9
$3.48M 3.18%
+56,942
10
$3.41M 3.11%
+58,189
11
$3.23M 2.95%
+31,318
12
$2.99M 2.73%
+11,181
13
$2.91M 2.65%
+49,226
14
$2.86M 2.61%
+45,106
15
$2.42M 2.21%
+130,394
16
$2.33M 2.12%
+13,589
17
$2.26M 2.06%
+16,240
18
$2.03M 1.85%
+12,422
19
$1.95M 1.78%
+37,613
20
$1.84M 1.68%
+97,776
21
$1.8M 1.65%
+66,933
22
$1.71M 1.56%
+9,867
23
$1.69M 1.55%
+14,434
24
$1.57M 1.43%
+51,905
25
$1.35M 1.23%
+81,515
1
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