AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.43B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$6.59M
3
+$5.18M
4
TSLA icon
Tesla
TSLA
+$4.78M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.37M

Top Sells

1
+$4.38M
2
+$975K
3
+$843K
4
LLY icon
Eli Lilly
LLY
+$758K
5
WIX icon
WIX.com
WIX
+$567K

Sector Composition

1 Technology 7.83%
2 Real Estate 3.63%
3 Communication Services 2.02%
4 Consumer Discretionary 1.67%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.09%
14,780
52
$2.53M 0.09%
36,900
53
$2.48M 0.09%
13,125
+3,605
54
$2.41M 0.09%
43,530
+10,400
55
$2.4M 0.09%
18,200
56
$2.38M 0.09%
7,532
+1,077
57
$2.22M 0.08%
9,247
+1,532
58
$2.06M 0.08%
24,232
59
$2.01M 0.07%
8,150
60
$2.01M 0.07%
+3,191
61
$1.95M 0.07%
35,640
+24,200
62
$1.95M 0.07%
2,812
63
$1.91M 0.07%
5,169
64
$1.91M 0.07%
12,416
+4,600
65
$1.75M 0.06%
6,031
+3,496
66
$1.74M 0.06%
24,653
67
$1.64M 0.06%
26,399
+4,902
68
$1.59M 0.06%
937
69
$1.44M 0.05%
32,710
+4,158
70
$1.36M 0.05%
1,758
-916
71
$1.29M 0.05%
13,693
72
$1.27M 0.05%
10,542
73
$1.27M 0.05%
256
+202
74
$1.22M 0.04%
5,452
+3,892
75
$1.21M 0.04%
13,500
1 2
3
4 5