AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.6M
3
+$15.3M
4
LMND icon
Lemonade
LMND
+$11.2M
5
BXP icon
Boston Properties
BXP
+$7.61M

Top Sells

1
+$14.9M
2
+$2.9M
3
+$2.76M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M

Sector Composition

1 Technology 7.09%
2 Real Estate 4.34%
3 Financials 2.07%
4 Communication Services 1.95%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$656B
$799M 27.3%
1,293,985
-24,045
QQQ icon
2
Invesco QQQ Trust
QQQ
$381B
$578M 19.75%
1,048,667
-2,044
VOO icon
3
Vanguard S&P 500 ETF
VOO
$752B
$496M 16.93%
872,981
+1,939
IVV icon
4
iShares Core S&P 500 ETF
IVV
$656B
$224M 7.66%
361,284
AAXJ icon
5
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.23B
$65.2M 2.23%
789,214
+4,940
WIX icon
6
WIX.com
WIX
$7.38B
$60.3M 2.06%
380,494
+96,400
ARE icon
7
Alexandria Real Estate Equities
ARE
$12.8B
$52.4M 1.79%
721,671
+235,093
ONEQ icon
8
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.92B
$40.3M 1.38%
503,186
-425
SPG icon
9
Simon Property Group
SPG
$57.7B
$38.9M 1.33%
242,045
+96,738
SOXX icon
10
iShares Semiconductor ETF
SOXX
$15.8B
$36.3M 1.24%
152,158
+9,265
NVDA icon
11
NVIDIA
NVDA
$4.43T
$34.2M 1.17%
216,631
-2,905
MCHI icon
12
iShares MSCI China ETF
MCHI
$8.18B
$27.2M 0.93%
493,430
-70
MSFT icon
13
Microsoft
MSFT
$3.8T
$25.5M 0.87%
51,274
-1,016
LMND icon
14
Lemonade
LMND
$3.51B
$25M 0.86%
571,768
+255,368
BXP icon
15
Boston Properties
BXP
$11.1B
$22.9M 0.78%
339,596
+112,760
XLC icon
16
The Communication Services Select Sector SPDR Fund
XLC
$27.3B
$21.8M 0.74%
200,550
+33,460
IWM icon
17
iShares Russell 2000 ETF
IWM
$70.3B
$21.1M 0.72%
97,865
-14
GOOG icon
18
Alphabet (Google) Class C
GOOG
$3.05T
$18M 0.61%
101,492
-3,852
META icon
19
Meta Platforms (Facebook)
META
$1.79T
$17.5M 0.6%
23,714
+272
AMZN icon
20
Amazon
AMZN
$2.29T
$17.2M 0.59%
78,242
-12,589
AAPL icon
21
Apple
AAPL
$3.67T
$14.9M 0.51%
72,827
+2,989
XLV icon
22
Health Care Select Sector SPDR Fund
XLV
$35.1B
$14.1M 0.48%
104,831
+4,791
ITRN icon
23
Ituran Location and Control
ITRN
$750M
$13.8M 0.47%
356,956
FVRR icon
24
Fiverr
FVRR
$816M
$13.7M 0.47%
468,729
+75,000
XLK icon
25
Technology Select Sector SPDR Fund
XLK
$93.5B
$11.7M 0.4%
46,309
+3,340
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