AIM

AIA Investment Management Portfolio holdings

AUM $437M
1-Year Est. Return 45.11%
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.9M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.11M
3
+$858K
4
MRK icon
Merck
MRK
+$746K
5
T icon
AT&T
T
+$527K

Top Sells

1
+$10.4M
2
+$8.24M
3
+$6.14M
4
HOLI
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
+$5.75M
5
AMZN icon
Amazon
AMZN
+$752K

Sector Composition

1 Technology 20.45%
2 Financials 15.58%
3 Healthcare 13.79%
4 Consumer Discretionary 10.42%
5 Consumer Staples 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$590K 0.75%
20,000
+17,875
27
$551K 0.7%
8,240
-100
28
$529K 0.67%
7,900
+100
29
$467K 0.59%
9,747
-5,007
30
$457K 0.58%
7,631
+188
31
$445K 0.56%
1,513
+857
32
$438K 0.56%
1,491
+158
33
$428K 0.54%
11,518
+515
34
$357K 0.45%
2,719
-527
35
$330K 0.42%
1,435
+46
36
$320K 0.41%
7,366
+1,781
37
$314K 0.4%
2,254
+416
38
$296K 0.38%
5,588
-630
39
$295K 0.37%
2,910
-1,334
40
$283K 0.36%
2,994
+420
41
$270K 0.34%
2,932
+704
42
$265K 0.34%
805
-520
43
$265K 0.34%
4,324
+1,125
44
$252K 0.32%
3,920
+691
45
$251K 0.32%
2,952
+309
46
$247K 0.31%
1,678
+186
47
$247K 0.31%
3,875
+1,566
48
$241K 0.31%
998
+152
49
$241K 0.31%
2,329
+603
50
$238K 0.3%
1,117
+103
1
2
3 4 5