AIM

Aikya Investment Management Portfolio holdings

AUM $441M
1-Year Est. Return 6.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$14.2M
3
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 42.7%
2 Healthcare 30.55%
3 Technology 26.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$148M 42.7%
4,598,498
+754,888
2
$106M 30.55%
6,944,965
+745,290
3
$92.7M 26.76%
4,978,362
+817,773