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
$746M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$26.2M
3
+$20.5M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$19.9M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$14.3M

Top Sells

1
+$28M
2
+$6.17M
3
+$4.97M
4
KRNT icon
Kornit Digital
KRNT
+$3.17M
5
AAPL icon
Apple
AAPL
+$1.92M

Sector Composition

1 Technology 11.51%
2 Communication Services 4.18%
3 Consumer Discretionary 3.82%
4 Real Estate 2.6%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.21%
4,840
52
$1.57M 0.21%
39,244
+5,944
53
$1.53M 0.21%
12,245
+950
54
$1.33M 0.18%
2,805
+740
55
$1.32M 0.18%
26,262
-2,579
56
$1.31M 0.18%
9,900
-100
57
$1.31M 0.18%
11,200
+72
58
$1.28M 0.17%
9,488
+5,548
59
$1.23M 0.16%
3,200
+110
60
$1.19M 0.16%
10,900
-100
61
$1.18M 0.16%
8,863
+4,042
62
$1.15M 0.15%
492
-114
63
$1.14M 0.15%
17,810
+510
64
$1.05M 0.14%
5,200
-100
65
$964K 0.13%
+12,750
66
$945K 0.13%
20,945
67
$927K 0.12%
4,204
68
$909K 0.12%
19,600
-3,900
69
$875K 0.12%
22,391
-1,663
70
$822K 0.11%
+13,250
71
$780K 0.1%
+7,360
72
$749K 0.1%
11,895
+1,523
73
$737K 0.1%
4,900
-100
74
$699K 0.09%
9,071
75
$661K 0.09%
27,168
-10,332
1 2
3
4 5