AIIMS
Analyst IMS Investment Management Services Portfolio holdings
AUM
$2.93B
This Quarter Return
-7.52%
1 Year Return
+14.87%
3 Year Return
+75.37%
5 Year Return
+112.23%
10 Year Return
+341.24%
AUM
$627K
AUM Growth
+$627K
(+0.17%)
Cap. Flow
+$57.7K
Cap. Flow
% of AUM
9.2%
Top 10 Holdings %
Top 10 Hldgs %
75.64%
Holding
180
New
7
Increased
44
Reduced
26
Closed
82
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.4K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$6.43K |
| 3 |
Kimco Realty
KIM
|
$5.11K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$5.11K |
| 5 |
Apple
AAPL
|
$4.74K |
Top Sells
| 1 |
ORBK
Orbotech Ltd
ORBK
|
$2.73K |
| 2 |
iShares Global Healthcare ETF
IXJ
|
$2.67K |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$2.53K |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.25K |
| 5 |
RSX
VanEck Russia ETF
RSX
|
$924 |
Sector Composition
| 1 | Technology | 15.06% |
| 2 | Financials | 3.34% |
| 3 | Healthcare | 3.08% |
| 4 | Industrials | 2.64% |
| 5 | Communication Services | 2.5% |
