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
$2.73B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$6.66M
3
+$6M
4
AMZN icon
Amazon
AMZN
+$5.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.39M

Top Sells

1
+$4.36M
2
+$923K
3
+$838K
4
LLY icon
Eli Lilly
LLY
+$707K
5
WIX icon
WIX.com
WIX
+$636K

Sector Composition

1 Technology 7.83%
2 Real Estate 3.63%
3 Communication Services 2.02%
4 Consumer Discretionary 1.67%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.04%
13,964
77
$1.17M 0.04%
13,100
+2,400
78
$1.13M 0.04%
2,226
-894
79
$1.05M 0.04%
7,259
-2,314
80
$1.04M 0.04%
4,048
81
$1.03M 0.04%
27,376
82
$1.01M 0.04%
1,425
83
$1.01M 0.04%
4,428
-2,323
84
$1.01M 0.04%
6,948
-6,370
85
$944K 0.03%
13,439
86
$929K 0.03%
14,639
-1,347
87
$906K 0.03%
5,337
88
$887K 0.03%
8,243
+1,193
89
$884K 0.03%
8,331
90
$869K 0.03%
10,758
91
$850K 0.03%
8,550
-2,447
92
$829K 0.03%
32,236
93
$788K 0.03%
4,223
94
$773K 0.03%
3,720
95
$748K 0.03%
12,400
96
$699K 0.03%
1,894
97
$691K 0.03%
1,650
98
$681K 0.02%
1
99
$664K 0.02%
156,361
100
$646K 0.02%
8,534
-2,550
2 3
4
5 6