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
$333M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$2.21M
3
+$1.86M

Top Sells

1
+$127K

Sector Composition

1 Financials 47.06%
2 Healthcare 28.64%
3 Technology 24.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$157M 47.06%
4,094,112
+51,194
2
$95.5M 28.64%
6,354,979
+154,604
3
$63.3M 18.97%
357,730
+144,318
4
$17.8M 5.33%
959,614
-7,097