AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.3B
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.22B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$24.9M
3
+$10.7M
4
FVRR icon
Fiverr
FVRR
+$3.68M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.88M

Top Sells

1
+$27.3M
2
+$20.5M
3
+$6.08M
4
ADBE icon
Adobe
ADBE
+$4.39M
5
MA icon
Mastercard
MA
+$4.21M

Sector Composition

1 Technology 7.72%
2 Real Estate 4.48%
3 Communication Services 2.19%
4 Financials 1.71%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.04%
13,693
77
$1.11M 0.03%
1,461
-229
78
$1.11M 0.03%
5,160
-714
79
$1.1M 0.03%
6,548
-1,271
80
$1.09M 0.03%
2,291
-461
81
$1.05M 0.03%
4,428
82
$1.04M 0.03%
6,699
-52
83
$1.03M 0.03%
3,385
-348
84
$1.01M 0.03%
8,795
+3,534
85
$999K 0.03%
10,201
-2,038
86
$974K 0.03%
4,048
87
$904K 0.03%
10,789
-2,650
88
$874K 0.03%
4,223
89
$847K 0.03%
3,720
90
$846K 0.03%
8,205
-4,300
91
$801K 0.02%
1,425
92
$801K 0.02%
11,484
+2,950
93
$784K 0.02%
1,650
94
$773K 0.02%
5,337
95
$758K 0.02%
6,724
-1,092
96
$754K 0.02%
1
97
$718K 0.02%
32,236
98
$718K 0.02%
3,325
-400
99
$653K 0.02%
1,071
100
$649K 0.02%
2,126
2 3
4
5 6