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
$627K
AUM Growth
+$1.05K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$6.65M
3
+$5.83M
4
KIM icon
Kimco Realty
KIM
+$5.48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.24M

Top Sells

1
+$2.71M
2
+$2.65M
3
+$620K
4
META icon
Meta Platforms (Facebook)
META
+$588K
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$518K

Sector Composition

1 Technology 15.06%
2 Financials 3.34%
3 Healthcare 3.08%
4 Industrials 2.64%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432 0.07%
+21,600
77
$426 0.07%
13,090
78
$413 0.07%
3,815
79
$409 0.07%
6,539
-8,870
80
$395 0.06%
78,905
-10,938
81
$387 0.06%
9,000
82
$375 0.06%
13,082
83
$372 0.06%
3,812
+295
84
$367 0.06%
1,138
-130
85
$366 0.06%
7,020
+80
86
$359 0.06%
9,944
+523
87
$341 0.05%
6,000
88
$334 0.05%
100,000
89
$316 0.05%
+4,300
90
$314 0.05%
+32,500
91
$278 0.04%
27,000
92
$276 0.04%
+4,200
93
$275 0.04%
24,300
-22,500
94
$214 0.03%
+4,739
95
$16 ﹤0.01%
700
96
$12 ﹤0.01%
830
97
– –
-2,449
98
– –
-1,395
99
– –
-8,312
100
– –
-205
2 3
4
5 6