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
$2.73B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$6.59M
3
+$5.18M
4
TSLA icon
Tesla
TSLA
+$4.78M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.37M

Top Sells

1
+$4.38M
2
+$975K
3
+$843K
4
LLY icon
Eli Lilly
LLY
+$758K
5
WIX icon
WIX.com
WIX
+$567K

Sector Composition

1 Technology 7.83%
2 Real Estate 3.63%
3 Communication Services 2.02%
4 Consumer Discretionary 1.67%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.01%
2,993
-55
127
$234K 0.01%
1,527
128
$214K 0.01%
9,020
129
$24K ﹤0.01%
11,345
130
– –
-2,896
131
– –
-1,415
132
– –
-4,004
133
– –
-7,181
134
– –
-1,258
135
– –
-7,083
136
– –
-5,250
2 3 4 5
6