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
$335M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.6M
3
+$1.34M
4
KIM icon
Kimco Realty
KIM
+$1.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.15M

Top Sells

1
+$1.8M
2
+$1.71M
3
+$939K
4
NVS icon
Novartis
NVS
+$817K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$759K

Sector Composition

1 Technology 19.9%
2 Financials 4.12%
3 Industrials 3.71%
4 Healthcare 3.46%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-13,169
102
– –
-7,665
103
– –
-7,000
1 2 3 4
5