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
$490M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.42M
3
+$1.73M
4
AMZN icon
Amazon
AMZN
+$1.33M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.26M

Top Sells

1
+$7.05M
2
+$1.67M
3
+$1.03M
4
BA icon
Boeing
BA
+$581K
5
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
+$557K

Sector Composition

1 Technology 14.65%
2 Communication Services 7.17%
3 Consumer Discretionary 4.77%
4 Financials 2.13%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.21%
+10,005
52
$1M 0.21%
17,230
+5,230
53
$979K 0.2%
3,000
+550
54
$976K 0.2%
23,922
-600
55
$945K 0.19%
11,000
+1,000
56
$863K 0.18%
9,934
-1,969
57
$855K 0.17%
30,958
+19,051
58
$828K 0.17%
4,204
59
$817K 0.17%
3,600
60
$789K 0.16%
9,827
-300
61
$740K 0.15%
48,195
-2,425
62
$737K 0.15%
5,871
-800
63
$718K 0.15%
5,000
+2,000
64
$715K 0.15%
3,800
65
$678K 0.14%
20,945
-7
66
$671K 0.14%
12,955
67
$661K 0.13%
5,300
68
$651K 0.13%
9,071
69
$647K 0.13%
12,348
-262
70
$639K 0.13%
2,252
71
$598K 0.12%
4,014
-100
72
$580K 0.12%
4,170
-126
73
$550K 0.11%
23,394
+3,777
74
$542K 0.11%
2,388
-247
75
$529K 0.11%
3,117
+479
1 2
3
4