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
$169M
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$4.47M
3 +$3.48M
4
CMCSA icon
Comcast
CMCSA
+$3.07M
5
LOW icon
Lowe's Companies
LOW
+$2.43M

Top Sells

1 +$5.35M
2 +$4.92M
3 +$2.29M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.99M
5
MHK icon
Mohawk Industries
MHK
+$1.81M

Sector Composition

1 Financials 18.87%
2 Communication Services 11.75%
3 Consumer Discretionary 5.67%
4 Technology 5.32%
5 Real Estate 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,340
77
-91,390
78
-10,550