AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.43B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
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
+$17.5M
2
+$15.5M
3
+$15.3M
4
LMND icon
Lemonade
LMND
+$8.51M
5
BXP icon
Boston Properties
BXP
+$7.51M

Top Sells

1
+$13.7M
2
+$2.75M
3
+$2.49M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M

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
26
$11.6M 0.4%
42,211
+772
27
$10.1M 0.35%
20,863
+522
28
$9.64M 0.33%
17,149
+157
29
$9.62M 0.33%
349,430
-5,118
30
$9.14M 0.31%
40,263
+3,805
31
$8.57M 0.29%
407,692
+150,000
32
$7.71M 0.26%
35,283
+295
33
$7.17M 0.25%
7,247
+22
34
$7.1M 0.24%
143,543
-125
35
$5.97M 0.2%
123,829
36
$5.33M 0.18%
54,506
+1,382
37
$5.32M 0.18%
29,280
+5,300
38
$4.89M 0.17%
16,885
+447
39
$4.57M 0.16%
12,877
+298
40
$4.57M 0.16%
40,305
41
$4.39M 0.15%
11,352
-3,652
42
$4.27M 0.15%
33,758
43
$3.95M 0.14%
21,599
44
$3.58M 0.12%
22,501
+457
45
$3.33M 0.11%
13,958
+93
46
$3.25M 0.11%
351,521
47
$3.16M 0.11%
15,460
48
$3.15M 0.11%
50,820
49
$3.12M 0.11%
13,754
50
$2.91M 0.1%
9,017
+4,154
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