AIM

AMI Investment Management Portfolio holdings

AUM $431M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$8.32M
3 +$7.33M
4
WFC icon
Wells Fargo
WFC
+$6.53M
5
FI icon
Fiserv
FI
+$6.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.63%
2 Consumer Staples 11.73%
3 Technology 9.99%
4 Healthcare 8.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.33M 1.22%
+23,281
27
$1.25M 1.15%
+32,591
28
$874K 0.8%
+53,432
29
$523K 0.48%
+23,567
30
$475K 0.43%
+9,002
31
$455K 0.42%
+19,495
32
$383K 0.35%
+3,650
33
$266K 0.24%
+19,520
34
$205K 0.19%
+4,575
35
$204K 0.19%
+5,425