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AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.3B
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
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
+$3.51M
2
+$2.4M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.33M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.24M

Top Sells

1
+$5.44M
2
+$1.57M
3
+$1.11M
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%
2,769
-21
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
– –
-3,170
85
– –
-13,465
86
– –
-14,580
87
– –
-8,150
88
– –
-2,000
89
– –
-500
1 2 3
4