AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.43B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.5M
3
+$15.3M
4
LMND icon
Lemonade
LMND
+$8.51M
5
BXP icon
Boston Properties
BXP
+$7.51M

Top Sells

1
+$13.7M
2
+$2.75M
3
+$2.49M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M

Sector Composition

1 Technology 7.09%
2 Real Estate 4.34%
3 Financials 2.07%
4 Communication Services 1.95%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.05%
3,628
-2,708
77
$1.32M 0.05%
1,690
-1,296
78
$1.24M 0.04%
12,505
+4,700
79
$1.23M 0.04%
5,874
+4,413
80
$1.21M 0.04%
14,970
81
$1.18M 0.04%
8,945
82
$1.18M 0.04%
13,500
83
$1.14M 0.04%
7,819
+4,052
84
$1.14M 0.04%
12,239
+6,331
85
$1.09M 0.04%
3,733
-1,948
86
$1.08M 0.04%
7,090
-3,290
87
$1.08M 0.04%
13,439
88
$1.07M 0.04%
2,752
+1,400
89
$1.02M 0.03%
4,428
-2,513
90
$972K 0.03%
4,048
91
$966K 0.03%
6,751
+67
92
$934K 0.03%
4,223
93
$901K 0.03%
5,337
94
$863K 0.03%
149
-91
95
$861K 0.03%
32,236
96
$843K 0.03%
7,816
+170
97
$813K 0.03%
3,720
98
$774K 0.03%
1,650
99
$748K 0.03%
1,425
100
$737K 0.03%
1,894
2 3
4
5 6