AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.22B
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.3M
3
+$4.97M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.63M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M

Top Sells

1
+$14.4M
2
+$4.28M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$3.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Sector Composition

1 Technology 6.47%
2 Real Estate 3.66%
3 Communication Services 1.8%
4 Financials 1.72%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.01%
+1,814
127
$249K 0.01%
1,461
128
$239K 0.01%
9,020
129
$230K 0.01%
2,565
-5,985
130
$225K 0.01%
276
-20
131
$209K 0.01%
1,527
132
$201K 0.01%
+949
133
$15K ﹤0.01%
11,345
134
– –
-3,357
135
– –
-27,376
136
– –
-2,367
137
– –
-13,964
2 3 4 5
6