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
$236M
AUM Growth
-$474K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$850K
3
+$659K
4
ELV icon
Elevance Health
ELV
+$438K
5
META icon
Meta Platforms (Facebook)
META
+$322K

Top Sells

1
+$8.64M
2
+$2.01M
3
+$1.72M
4
YHOO
Yahoo Inc
YHOO
+$991K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Sector Composition

1 Technology 27.21%
2 Healthcare 12.59%
3 Financials 5.95%
4 Communication Services 5.48%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,321
102
– –
-15,456
103
– –
-5,403
1 2 3 4
5