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
$746M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$26.2M
3
+$20.5M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$19.9M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$14.3M

Top Sells

1
+$28M
2
+$6.17M
3
+$4.97M
4
KRNT icon
Kornit Digital
KRNT
+$3.17M
5
AAPL icon
Apple
AAPL
+$1.92M

Sector Composition

1 Technology 11.51%
2 Communication Services 4.18%
3 Consumer Discretionary 3.82%
4 Real Estate 2.6%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$653K 0.09%
2,751
+1,049
77
$646K 0.09%
6,260
+140
78
$629K 0.08%
2,252
79
$591K 0.08%
3,594
-270
80
$591K 0.08%
2,915
+415
81
$553K 0.07%
6,460
-650
82
$538K 0.07%
2,480
-110
83
$491K 0.07%
3,225
-375
84
$488K 0.07%
3,600
+200
85
$473K 0.06%
4,223
86
$471K 0.06%
+6,414
87
$405K 0.05%
1,445
+415
88
$386K 0.05%
1
89
$313K 0.04%
16,100
+1,100
90
$310K 0.04%
+9,112
91
$258K 0.03%
1,396
92
$244K 0.03%
7,533
-1,793
93
$230K 0.03%
+4,313
94
$226K 0.03%
+2,852
95
$202K 0.03%
+12,600
96
$125K 0.02%
6,993
-3,757
97
– –
-5,600
98
– –
-35,589
99
– –
-3,600
100
– –
-35,000
1 2 3
4
5