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
$240M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.62M

Top Sells

1
+$16.8M

Sector Composition

1 Financials 54.05%
2 Healthcare 36.88%
3 Technology 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$130M 54.05%
4,065,666
-525,790
2
$88.6M 36.88%
5,610,503
+174,503
3
$21.8M 9.07%
994,198
+138,251