AIM
AMI Investment Management Portfolio holdings
AUM
$431M
1-Year Est. Return
11.09%
1 Year Est. Return
+11.09%
AUM
$431M
AUM Growth
+$43.7M
(+11%)
Holding
77
Top Buys
| 1 | +$19.6M | |
| 2 | +$4.15M | |
| 3 | +$3.4M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.25M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$2.94M |
Top Sells
| 1 | +$3.62M | |
| 2 | +$3.18M | |
| 3 | +$3.05M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.23M |
| 5 |
Microsoft
MSFT
|
+$884K |
Sector Composition
| 1 | Financials | 7.95% |
| 2 | Communication Services | 5.04% |
| 3 | Technology | 4.58% |
| 4 | Consumer Discretionary | 4.28% |
| 5 | Healthcare | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Coca-Cola
KO
$296B
| – | – |
-3,013
|
|
||
77
Costco
COST
$404B
| – | – |
-218
|
|