AIM

Aikya Investment Management Portfolio holdings

AUM $333M
1-Year Est. Return 4.55%
This Quarter Est. Return
1 Year Est. Return
+4.55%
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 +$24.3M
2 +$15.2M
3 +$11.4M

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%
2,299,249
+377,444
2
$106M 30.55%
6,944,965
+745,290
3
$92.7M 26.76%
4,978,362
+817,773