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
$304M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.27M
3
+$1.2M
4
CSTE icon
Caesarstone
CSTE
+$1.2M
5
SBUX icon
Starbucks
SBUX
+$261K

Top Sells

1
+$546K
2
+$321K
3
+$300K
4
PYPL icon
PayPal
PYPL
+$243K
5
NXPI icon
NXP Semiconductors
NXPI
+$241K

Sector Composition

1 Technology 30.91%
2 Healthcare 9.63%
3 Industrials 5.4%
4 Financials 5.23%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.09%
19,000
-5,491
102
$275K 0.09%
1
103
$234K 0.08%
3,199
-300
104
$225K 0.07%
+5,496
105
$63K 0.02%
1,764
106
– –
-2,200
107
– –
-9,051
1 2 3 4
5