AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.22B
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.57M
3
+$1.34M
4
KIM icon
Kimco Realty
KIM
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.78M
2
+$1.71M
3
+$988K
4
NVS icon
Novartis
NVS
+$882K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$759K

Sector Composition

1 Technology 19.9%
2 Financials 4.12%
3 Industrials 3.71%
4 Healthcare 3.46%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.64%
28,130
27
$2.15M 0.64%
8,120
-239
28
$2.09M 0.62%
29,797
-463
29
$2.03M 0.61%
32,953
30
$1.91M 0.57%
7,109
+1,690
31
$1.89M 0.56%
65,244
-7,630
32
$1.8M 0.54%
6,120
-50
33
$1.69M 0.5%
14,765
-250
34
$1.67M 0.5%
4,598
+3,670
35
$1.67M 0.5%
888
+180
36
$1.66M 0.5%
6,280
-200
37
$1.58M 0.47%
28,958
-1,220
38
$1.52M 0.45%
7,858
-350
39
$1.51M 0.45%
6,458
-415
40
$1.51M 0.45%
38,193
-650
41
$1.51M 0.45%
35,167
+15
42
$1.46M 0.44%
5,178
+180
43
$1.34M 0.4%
27,560
44
$1.32M 0.39%
29,400
-300
45
$1.29M 0.38%
4,840
46
$1.2M 0.36%
13,115
-9,654
47
$1.18M 0.35%
24,783
-2,400
48
$1.12M 0.33%
33,750
+16,950
49
$1.1M 0.33%
5,300
50
$1.09M 0.33%
14,096
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