AIM
AMI Investment Management Portfolio holdings
AUM
$387M
This Quarter Return
+0.96%
1 Year Return
+10.38%
3 Year Return
+55.16%
5 Year Return
+90.49%
10 Year Return
+183.07%
AUM
$215M
AUM Growth
+$215M
(+9.7%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
8.03%
Top 10 Holdings %
Top 10 Hldgs %
43.78%
Holding
72
New
6
Increased
46
Reduced
12
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.64M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$2.4M |
| 3 |
Simon Property Group
SPG
|
$1.9M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.88M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.51M |
Top Sells
| 1 |
W.R. Berkley
WRB
|
$1.62M |
| 2 |
Walmart
WMT
|
$1.29M |
| 3 |
Fiserv
FI
|
$1.28M |
| 4 |
Walt Disney
DIS
|
$62.6K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$52.5K |
Sector Composition
| 1 | Financials | 20.15% |
| 2 | Communication Services | 8.76% |
| 3 | Real Estate | 7.16% |
| 4 | Consumer Discretionary | 6.65% |
| 5 | Technology | 5.08% |
