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
$2.44B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$5.01M
3
+$3.17M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.99M
5
AVGO icon
Broadcom
AVGO
+$2.43M

Top Sells

1
+$19.5M
2
+$9.16M
3
+$3.02M
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$2.53M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.93M

Sector Composition

1 Technology 7.17%
2 Real Estate 2.63%
3 Communication Services 1.79%
4 Consumer Discretionary 0.93%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$209K 0.01%
+2,087
127
$203K 0.01%
949
-387
128
$201K 0.01%
+7,181
129
$26K ﹤0.01%
11,345
130
– –
-149,485
131
– –
-4,840
132
– –
-5,150
133
– –
-9,968
134
– –
-104,257
2 3 4 5
6