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
$257M
AUM Growth
-$972K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.72M
3
+$4.31M
4
PRGO icon
Perrigo
PRGO
+$3.89M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.7M

Top Sells

1
+$2.93M
2
+$1.85M
3
+$1.56M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.45M
5
AMZN icon
Amazon
AMZN
+$1.02M

Sector Composition

1 Technology 19.9%
2 Healthcare 15.23%
3 Financials 6.3%
4 Industrials 5.03%
5 Energy 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-43,318
102
– –
-14,600
103
– –
-3,111
104
– –
-3,525
105
– –
-27,500
106
– –
-3,392
107
– –
-10,605
108
– –
-47,358
1 2 3 4
5