AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.22B
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
-$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$55.1M
2
+$23.8M
3
+$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11M

Top Sells

1
+$3.57M
2
+$949K
3
+$617K
4
MSFT icon
Microsoft
MSFT
+$586K
5
EBAY icon
eBay
EBAY
+$472K

Sector Composition

1 Technology 7.7%
2 Communication Services 2.8%
3 Consumer Discretionary 1.96%
4 Real Estate 1.48%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.02%
5,043
-132
102
– –
-700
103
– –
-168,350
104
– –
-12,600
105
– –
-4,200
1 2 3 4
5