AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
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
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$656B
$737M 28.66%
1,318,030
-25,784
QQQ icon
2
Invesco QQQ Trust
QQQ
$381B
$493M 19.15%
1,050,711
+15,573
VOO icon
3
Vanguard S&P 500 ETF
VOO
$752B
$448M 17.4%
871,042
-6,806
IVV icon
4
iShares Core S&P 500 ETF
IVV
$656B
$203M 7.89%
361,284
-7,618
AAXJ icon
5
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.23B
$58M 2.26%
784,274
+14,402
WIX icon
6
WIX.com
WIX
$7.38B
$46.4M 1.8%
284,094
ARE icon
7
Alexandria Real Estate Equities
ARE
$12.8B
$45M 1.75%
486,578
+475
ONEQ icon
8
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.92B
$34.3M 1.33%
503,611
SOXX icon
9
iShares Semiconductor ETF
SOXX
$15.8B
$26.9M 1.05%
142,893
+26,418
MCHI icon
10
iShares MSCI China ETF
MCHI
$8.18B
$26.8M 1.04%
493,500
-15
SPG icon
11
Simon Property Group
SPG
$57.7B
$24.1M 0.94%
145,307
+1,393
NVDA icon
12
NVIDIA
NVDA
$4.43T
$23.8M 0.92%
219,536
-38,519
MSFT icon
13
Microsoft
MSFT
$3.8T
$19.6M 0.76%
52,290
-7,558
IWM icon
14
iShares Russell 2000 ETF
IWM
$70.3B
$19.5M 0.76%
97,879
AMZN icon
15
Amazon
AMZN
$2.29T
$17.3M 0.67%
90,831
-3,358
GOOG icon
16
Alphabet (Google) Class C
GOOG
$3.05T
$16.5M 0.64%
105,344
-615
XLC icon
17
The Communication Services Select Sector SPDR Fund
XLC
$27.3B
$16.1M 0.63%
167,090
+37,658
AAPL icon
18
Apple
AAPL
$3.67T
$15.5M 0.6%
69,838
-17,817
BXP icon
19
Boston Properties
BXP
$11.1B
$15.2M 0.59%
226,836
-75
XLV icon
20
Health Care Select Sector SPDR Fund
XLV
$35.1B
$14.6M 0.57%
100,040
-210
META icon
21
Meta Platforms (Facebook)
META
$1.79T
$13.5M 0.53%
23,442
-1,078
ITRN icon
22
Ituran Location and Control
ITRN
$750M
$12.9M 0.5%
356,956
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.05T
$10.8M 0.42%
20,341
+5,320
LMND icon
24
Lemonade
LMND
$3.51B
$9.94M 0.39%
+316,400
ASHR icon
25
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.31B
$9.42M 0.37%
354,548
-307
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