AIM

Ashford Investment Management Portfolio holdings

AUM $1.83M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$6.77M
2 +$6.73M
3 +$6.41M
4
TOL icon
Toll Brothers
TOL
+$5.55M
5
HST icon
Host Hotels & Resorts
HST
+$5.18M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 52.89%
2 Real Estate 42.43%
3 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
0