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
$327M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.11M
3
+$5.12M
4
DK icon
Delek US
DK
+$658K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$568K

Top Sells

1
+$2.86M
2
+$2.71M
3
+$1.98M
4
PFE icon
Pfizer
PFE
+$1.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.46M

Sector Composition

1 Technology 29.25%
2 Healthcare 5.37%
3 Financials 4.22%
4 Communication Services 3.9%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$510K 0.16%
15,210
-28,200
77
$501K 0.15%
8,000
+1,500
78
$493K 0.15%
1,473
-139
79
$493K 0.15%
6,541
-725
80
$485K 0.15%
9,406
-300
81
$476K 0.15%
4,850
82
$461K 0.14%
4,350
+200
83
$458K 0.14%
89,843
84
$453K 0.14%
16,800
85
$434K 0.13%
72,000
86
$426K 0.13%
34,266
87
$397K 0.12%
3,815
88
$391K 0.12%
6,940
-260
89
$340K 0.1%
6,089
90
$285K 0.09%
1
91
$279K 0.09%
19,000
92
$273K 0.08%
27,000
93
$250K 0.08%
10,300
94
$243K 0.07%
2,200
95
$234K 0.07%
3,599
+300
96
$227K 0.07%
1,891
+87
97
$221K 0.07%
10,900
98
$146K 0.04%
52,499
-32,501
99
$128K 0.04%
7,200
-13,960
100
$44K 0.01%
800
1 2 3
4
5