AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.3B
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.22B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$24.9M
3
+$10.7M
4
FVRR icon
Fiverr
FVRR
+$3.68M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.88M

Top Sells

1
+$27.3M
2
+$20.5M
3
+$6.08M
4
ADBE icon
Adobe
ADBE
+$4.39M
5
MA icon
Mastercard
MA
+$4.21M

Sector Composition

1 Technology 7.72%
2 Real Estate 4.48%
3 Communication Services 2.19%
4 Financials 1.71%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 0.45%
104,326
-505
27
$12.8M 0.4%
356,956
28
$12.2M 0.38%
43,518
+8,235
29
$11.5M 0.36%
46,353
+6,090
30
$11.4M 0.35%
345,757
-3,673
31
$8.91M 0.28%
407,692
32
$7.53M 0.23%
39,680
+10,400
33
$7.2M 0.22%
40,305
34
$6.61M 0.21%
123,829
35
$6.44M 0.2%
12,816
-8,047
36
$5.59M 0.17%
9,822
-7,327
37
$4.81M 0.15%
5,194
-2,053
38
$4.42M 0.14%
21,599
39
$4.1M 0.13%
16,852
+4,186
40
$3.86M 0.12%
26,526
+2,294
41
$3.84M 0.12%
13,754
42
$3.51M 0.11%
7,889
-1,188
43
$3.35M 0.1%
23,207
-10,551
44
$3.16M 0.1%
19,542
+9,000
45
$3.15M 0.1%
15,460
46
$3.04M 0.09%
50,820
47
$2.95M 0.09%
351,521
48
$2.94M 0.09%
43,530
49
$2.92M 0.09%
8,865
-152
50
$2.86M 0.09%
11,941
-2,017
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