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
$312M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11.9M
3
+$5.97M
4
FVRR icon
Fiverr
FVRR
+$5.78M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$5.78M

Top Sells

1
+$6.52M
2
+$2.45M
3
+$2.06M
4
KRNT icon
Kornit Digital
KRNT
+$1.73M
5
BAC icon
Bank of America
BAC
+$1.43M

Sector Composition

1 Technology 15.23%
2 Communication Services 5.04%
3 Consumer Discretionary 4.08%
4 Financials 2.85%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.11%
3,679
+168
77
$338K 0.11%
5,000
-1,000
78
$308K 0.1%
13,000
-1,500
79
$300K 0.1%
5,339
-1,281
80
$284K 0.09%
13,365
-47,674
81
$280K 0.09%
+1,500
82
$272K 0.09%
1
83
$206K 0.07%
13,090
84
$114K 0.04%
19,582
-1,500
85
– –
-3,900
86
– –
-15,382
87
– –
-3,950
88
– –
-14,000
89
– –
-20,000
90
– –
-35,774
91
– –
-13,850
92
– –
-24,783
93
– –
-5,511
94
– –
-1,800
95
– –
-15,859
96
– –
-8,374
97
– –
-20,872
98
– –
-21,000
1 2 3
4