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
$1.05B
AUM Growth
-$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$55.1M
2
+$23.8M
3
+$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11M

Top Sells

1
+$3.57M
2
+$949K
3
+$617K
4
MSFT icon
Microsoft
MSFT
+$586K
5
EBAY icon
eBay
EBAY
+$472K

Sector Composition

1 Technology 7.7%
2 Communication Services 2.8%
3 Consumer Discretionary 1.96%
4 Real Estate 1.48%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$607K 0.06%
4,100
-370
77
$584K 0.06%
2,369
-94
78
$557K 0.05%
7,289
-95
79
$538K 0.05%
5,900
+2,050
80
$514K 0.05%
4,223
81
$476K 0.05%
2,415
82
$471K 0.04%
740
-45
83
$452K 0.04%
9,037
-147
84
$450K 0.04%
11,098
-10
85
$436K 0.04%
18,738
-162
86
$409K 0.04%
1
87
$379K 0.04%
2,180
-70
88
$325K 0.03%
1,131
-84
89
$303K 0.03%
1,488
90
$302K 0.03%
1,700
-200
91
$292K 0.03%
7,805
-5,150
92
$286K 0.03%
9,200
-200
93
$257K 0.02%
7,400
-300
94
$254K 0.02%
530
-20
95
$250K 0.02%
+1,821
96
$246K 0.02%
3,414
+93
97
$242K 0.02%
1,000
-50
98
$239K 0.02%
14,425
-253
99
$232K 0.02%
7,377
-3,585
100
$211K 0.02%
2,500
1 2 3
4
5