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
$597M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.66M
3
+$6.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.39M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$5.6M

Top Sells

1
+$13.2M
2
+$1.66M
3
+$457K
4
PFE icon
Pfizer
PFE
+$422K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$349K

Sector Composition

1 Technology 13.71%
2 Communication Services 5.41%
3 Consumer Discretionary 4.44%
4 Real Estate 2.3%
5 Financials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.09%
2,590
-20
77
$548K 0.09%
3,940
-230
78
$536K 0.09%
6,120
+180
79
$473K 0.08%
2,500
-617
80
$457K 0.08%
3,600
+350
81
$415K 0.07%
1,702
-686
82
$348K 0.06%
1
83
$325K 0.05%
1,930
-120
84
$279K 0.05%
+5,600
85
$277K 0.05%
9,326
-1,909
86
$271K 0.05%
+1,030
87
$252K 0.04%
+1,396
88
$246K 0.04%
+15,000
89
$202K 0.03%
+4,200
90
$159K 0.03%
+10,750
91
– –
-12,137
1 2 3
4