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
51
$236K 0.3%
3,858
-627
52
$235K 0.3%
2,625
+317
53
$230K 0.29%
1,993
+19
54
$227K 0.29%
3,722
+1,955
55
$224K 0.28%
2,460
+143
56
$224K 0.28%
+1,748
57
$222K 0.28%
1,946
-27
58
$204K 0.26%
1,589
+199
59
$203K 0.26%
10,947
+2,047
60
$202K 0.26%
3,670
+39
61
$202K 0.26%
1,116
-951
62
$201K 0.25%
1,289
+255
63
$199K 0.25%
33,760
-11,560
64
$196K 0.25%
3,185
+1,013
65
$192K 0.24%
+2,463
66
$191K 0.24%
93
+9
67
$189K 0.24%
1,279
+90
68
$189K 0.24%
1,880
-335
69
$186K 0.24%
846
+393
70
$184K 0.23%
2,275
+441
71
$183K 0.23%
3,465
+227
72
$182K 0.23%
528
+296
73
$180K 0.23%
1,016
-1,025
74
$179K 0.23%
550
+43
75
$173K 0.22%
965
+147
1 2
3
4 5