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
$2.57B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.3M
3
+$4.97M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.63M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M

Top Sells

1
+$14.4M
2
+$4.28M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$3.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Sector Composition

1 Technology 6.47%
2 Real Estate 3.66%
3 Communication Services 1.8%
4 Financials 1.72%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$639K 0.02%
2,050
102
$623K 0.02%
12,400
103
$607K 0.02%
3,035
-281
104
$581K 0.02%
7,900
105
$572K 0.02%
16,947
106
$548K 0.02%
1,071
107
$542K 0.02%
8,534
108
$524K 0.02%
1,980
109
$518K 0.02%
+5,244
110
$499K 0.02%
3,767
-312
111
$464K 0.02%
4,152
-216
112
$446K 0.02%
1,352
-127
113
$445K 0.02%
3,820
+260
114
$445K 0.02%
2,126
115
$441K 0.02%
8,858
-338
116
$430K 0.02%
5,908
-544
117
$380K 0.01%
156,361
118
$360K 0.01%
8,531
+650
119
$359K 0.01%
8,579
120
$310K 0.01%
2,781
121
$308K 0.01%
20,680
122
$289K 0.01%
5,208
123
$288K 0.01%
+1,322
124
$278K 0.01%
5,043
125
$278K 0.01%
12,600
2 3 4
5
6