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
1
$5.42M 6.87%
34,373
+2,170
2
$3.99M 5.06%
45,947
+8,596
3
$3.29M 4.17%
17,500
+1,846
4
$3.21M 4.07%
14,684
+5,072
5
$2.83M 3.59%
22,079
+2,305
6
$2.82M 3.58%
16,289
+1,941
7
$2.7M 3.42%
39,215
+17,279
8
$2.64M 3.34%
29,993
+5,329
9
$2.27M 2.87%
21,333
+2,595
10
$2.21M 2.8%
11,456
+4,448
11
$1.73M 2.2%
30,683
-1,678
12
$1.65M 2.1%
18,548
+2,534
13
$1.63M 2.07%
26,960
+5,696
14
$1.49M 1.89%
10,944
+1,030
15
$1.45M 1.84%
31,271
-2,434
16
$1.4M 1.78%
19,372
+1,652
17
$1.3M 1.65%
10,407
+755
18
$1.29M 1.63%
7,562
+493
19
$1.18M 1.49%
16,052
-4,568
20
$1.11M 1.41%
13,310
-3,916
21
$1M 1.27%
3,366
-69
22
$849K 1.08%
5,820
+345
23
$808K 1.02%
5,912
+440
24
$692K 0.88%
3,371
-2,640
25
$621K 0.79%
11,215
+739
1
2 3 4 5