AIM

AMI Investment Management Portfolio holdings

AUM $445M
1-Year Est. Return 12.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$3.33M
3
+$2.58M
4
BAC icon
Bank of America
BAC
+$1.93M
5
CB icon
Chubb
CB
+$1.03M

Top Sells

1
+$3.54M
2
+$2.08M
3
+$1.86M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.14M

Sector Composition

1 Financials 15.97%
2 Communication Services 11.57%
3 Consumer Discretionary 5.58%
4 Technology 5.45%
5 Real Estate 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-123,379
1 2 3
4