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
$2.93B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.5M
3
+$15.3M
4
LMND icon
Lemonade
LMND
+$8.51M
5
BXP icon
Boston Properties
BXP
+$7.51M

Top Sells

1
+$13.7M
2
+$2.75M
3
+$2.49M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M

Sector Composition

1 Technology 7.09%
2 Real Estate 4.34%
3 Financials 2.07%
4 Communication Services 1.95%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$729K 0.02%
1
102
$696K 0.02%
12,400
103
$652K 0.02%
5,261
+17
104
$612K 0.02%
4,762
+942
105
$606K 0.02%
8,534
106
$591K 0.02%
3,185
-2,409
107
$572K 0.02%
2,050
108
$552K 0.02%
7,900
109
$535K 0.02%
1,071
110
$533K 0.02%
2,126
111
$533K 0.02%
1,707
-1,698
112
$507K 0.02%
16,947
113
$496K 0.02%
3,646
-2,360
114
$495K 0.02%
9,541
+1,010
115
$492K 0.02%
1,980
116
$446K 0.02%
4,246
+94
117
$436K 0.01%
8,318
-540
118
$355K 0.01%
8,579
119
$337K 0.01%
2,781
120
$320K 0.01%
20,680
121
$308K 0.01%
156,361
122
$308K 0.01%
12,600
123
$303K 0.01%
1,370
+48
124
$294K 0.01%
1,913
+99
125
$252K 0.01%
5,208
2 3 4
5
6