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
$145M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$844K
3
+$821K
4
PFE icon
Pfizer
PFE
+$312K
5
COP icon
ConocoPhillips
COP
+$247K

Top Sells

1
+$1.23M
2
+$571K
3
+$559K
4
PARA
Paramount Global Class B
PARA
+$548K
5
AAPL icon
Apple
AAPL
+$431K

Sector Composition

1 Healthcare 15.1%
2 Technology 14.2%
3 Financials 13.21%
4 Consumer Staples 8.43%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.35M 5.76%
116,199
-1,387
2
$7.86M 5.42%
18,270
-130
3
$7.29M 5.03%
31,307
-1,850
4
$6.81M 4.7%
32,298
-90
5
$6.43M 4.44%
309,597
-59,221
6
$6.39M 4.41%
288,318
+38,061
7
$6.28M 4.33%
53,603
+3
8
$5M 3.45%
298,996
-2,711
9
$4.74M 3.27%
8,976
-285
10
$4.73M 3.27%
13,105
11
$4.38M 3.02%
22,200
-239
12
$3.82M 2.63%
135,402
+231
13
$3.64M 2.51%
22,468
-24
14
$3.34M 2.3%
12,306
-25
15
$3.08M 2.12%
149,676
+43,804
16
$3.04M 2.1%
124,034
-976
17
$3.01M 2.08%
27,523
18
$2.74M 1.89%
209,192
-2,965
19
$2.69M 1.86%
15,828
+505
20
$2.68M 1.85%
42,603
+100
21
$2.5M 1.72%
31,767
+1,174
22
$2.46M 1.69%
84,887
+10,784
23
$2.35M 1.62%
12,600
24
$2.28M 1.57%
15,502
+60
25
$2.23M 1.54%
3,809
-175
1
2 3