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
$2.73B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$6.66M
3
+$6M
4
AMZN icon
Amazon
AMZN
+$5.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.39M

Top Sells

1
+$4.36M
2
+$923K
3
+$838K
4
LLY icon
Eli Lilly
LLY
+$707K
5
WIX icon
WIX.com
WIX
+$636K

Sector Composition

1 Technology 7.83%
2 Real Estate 3.63%
3 Communication Services 2.02%
4 Consumer Discretionary 1.67%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$588K 0.02%
3,308
-1,697
102
$553K 0.02%
3,316
+612
103
$537K 0.02%
1,479
+270
104
$534K 0.02%
2,050
105
$518K 0.02%
7,900
106
$503K 0.02%
1,071
107
$502K 0.02%
1,980
108
$501K 0.02%
16,947
109
$472K 0.02%
4,079
+762
110
$462K 0.02%
4,368
+529
111
$447K 0.02%
2,126
112
$444K 0.02%
9,196
-129
113
$418K 0.02%
3,560
+3
114
$389K 0.01%
6,452
+1,213
115
$349K 0.01%
8,579
116
$343K 0.01%
7,881
-280
117
$337K 0.01%
20,680
118
$292K 0.01%
12,600
119
$285K 0.01%
5,043
120
$279K 0.01%
296
+59
121
$276K 0.01%
3,357
-2,097
122
$271K 0.01%
2,781
123
$259K 0.01%
1,461
124
$255K 0.01%
2,367
+441
125
$251K 0.01%
5,208
2 3 4
5
6