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
$490M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.42M
3
+$1.73M
4
AMZN icon
Amazon
AMZN
+$1.33M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.26M

Top Sells

1
+$7.05M
2
+$1.67M
3
+$1.03M
4
BA icon
Boeing
BA
+$581K
5
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
+$557K

Sector Composition

1 Technology 14.65%
2 Communication Services 7.17%
3 Consumer Discretionary 4.77%
4 Financials 2.13%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$508K 0.1%
4,223
-775
77
$435K 0.09%
5,940
+60
78
$430K 0.09%
2,610
-20
79
$422K 0.09%
+12,137
80
$342K 0.07%
2,050
-1,576
81
$320K 0.07%
1
82
$313K 0.06%
+3,250
83
$261K 0.05%
11,235
-239
84
– –
-13,465
85
– –
-14,580
86
– –
-8,150
87
– –
-2,000
88
– –
-500
89
– –
-3,170
1 2 3
4