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
$327M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.95M
3
+$4.53M
4
DK icon
Delek US
DK
+$651K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$618K

Top Sells

1
+$2.86M
2
+$2.42M
3
+$2.09M
4
PFE icon
Pfizer
PFE
+$1.93M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.53M

Sector Composition

1 Technology 29.25%
2 Healthcare 5.37%
3 Financials 4.22%
4 Communication Services 3.9%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.01%
236
102
– –
-3,965
103
– –
-6,000
104
– –
-5,496
105
– –
-3,610
106
– –
-4,530
107
– –
-2,850
108
– –
-7,200
1 2 3 4
5