AIIMS
Analyst IMS Investment Management Services Portfolio holdings
AUM
$2.93B
This Quarter Return
+3.84%
1 Year Return
+14.87%
3 Year Return
+75.37%
5 Year Return
+112.23%
10 Year Return
+341.24%
AUM
$626K
AUM Growth
+$626K
(-100%)
Cap. Flow
-$1.39M
Cap. Flow
% of AUM
-222.35%
Top 10 Holdings %
Top 10 Hldgs %
77.67%
Holding
175
New
74
Increased
18
Reduced
56
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.11K |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$1.87K |
| 3 |
Kornit Digital
KRNT
|
$1.29K |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.2K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$839 |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.38M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$285K |
| 3 |
ORBK
Orbotech Ltd
ORBK
|
$6.86K |
| 4 |
WIX.com
WIX
|
$3.6K |
| 5 |
Perrigo
PRGO
|
$2.16K |
Sector Composition
| 1 | Technology | 14.22% |
| 2 | Healthcare | 2.59% |
| 3 | Financials | 2.23% |
| 4 | Industrials | 2.16% |
| 5 | Communication Services | 1.86% |
