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
$597M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.66M
3
+$6.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.39M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$5.6M

Top Sells

1
+$13.2M
2
+$1.66M
3
+$457K
4
PFE icon
Pfizer
PFE
+$422K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$349K

Sector Composition

1 Technology 13.71%
2 Communication Services 5.41%
3 Consumer Discretionary 4.44%
4 Real Estate 2.3%
5 Financials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.21%
10,005
52
$1.26M 0.21%
11,128
+225
53
$1.21M 0.2%
28,841
-2,117
54
$1.18M 0.2%
11,000
55
$1.17M 0.2%
3,090
+90
56
$1.15M 0.19%
33,300
-3,815
57
$1.04M 0.17%
17,300
+70
58
$1.02M 0.17%
3,600
59
$998K 0.17%
+2,065
60
$878K 0.15%
+37,500
61
$877K 0.15%
20,945
62
$875K 0.15%
4,204
63
$843K 0.14%
5,300
64
$726K 0.12%
24,054
+660
65
$708K 0.12%
35,000
-13,195
66
$701K 0.12%
5,000
67
$693K 0.12%
9,071
68
$682K 0.11%
4,821
-1,050
69
$671K 0.11%
7,110
-2,824
70
$646K 0.11%
12,955
71
$625K 0.1%
10,372
-1,976
72
$608K 0.1%
3,864
-150
73
$578K 0.1%
3,400
-400
74
$561K 0.09%
4,223
75
$552K 0.09%
2,252
1 2
3
4