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
$746M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$25.5M
3
+$21.2M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$20.1M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$15.4M

Top Sells

1
+$28.1M
2
+$6.96M
3
+$4.77M
4
KRNT icon
Kornit Digital
KRNT
+$3.17M
5
AAPL icon
Apple
AAPL
+$2.02M

Sector Composition

1 Technology 11.51%
2 Communication Services 4.18%
3 Consumer Discretionary 3.82%
4 Real Estate 2.6%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,930
102
– –
-4,200
1 2 3 4
5