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
51
$1.09M 0.32%
19,799
-2,380
52
$1.07M 0.32%
6,882
53
$1.07M 0.32%
12,743
-6,767
54
$1.02M 0.31%
11,075
-450
55
$1M 0.3%
10,600
56
$997K 0.3%
30,692
-2,240
57
$868K 0.26%
18,346
+1,050
58
$847K 0.25%
27,300
+7,900
59
$832K 0.25%
20,245
-4,216
60
$782K 0.23%
14,500
-6,039
61
$750K 0.22%
71,555
-950
62
$732K 0.22%
20,379
-490
63
$702K 0.21%
5,040
-1,784
64
$625K 0.19%
13,055
-1,900
65
$600K 0.18%
9,221
+850
66
$589K 0.18%
10,140
67
$587K 0.18%
4,473
-1,000
68
$580K 0.17%
5,296
-862
69
$578K 0.17%
4,600
70
$550K 0.16%
16,194
+174
71
$547K 0.16%
10,350
-350
72
$532K 0.16%
3,050
-50
73
$530K 0.16%
13,090
74
$522K 0.16%
3,815
75
$509K 0.15%
23,370
+370
1 2
3
4 5