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
$2.93B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.5M
3
+$15.3M
4
LMND icon
Lemonade
LMND
+$8.51M
5
BXP icon
Boston Properties
BXP
+$7.51M

Top Sells

1
+$13.7M
2
+$2.75M
3
+$2.49M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M

Sector Composition

1 Technology 7.09%
2 Real Estate 4.34%
3 Financials 2.07%
4 Communication Services 1.95%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.01%
286
+10
127
$227K 0.01%
9,020
128
$221K 0.01%
949
129
$203K 0.01%
2,565
130
– –
-1,527
131
– –
-10,758
132
– –
-5,043
133
– –
-11,345
2 3 4 5
6