AIM
Aurora Investment Managers Portfolio holdings
AUM
$165M
This Quarter Return
+15.23%
1 Year Return
+17.47%
3 Year Return
+71.73%
5 Year Return
+124.18%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.04%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$8.72M |
| 2 |
Tesla
TSLA
|
$8.2M |
| 3 |
Apple
AAPL
|
$6.68M |
| 4 |
Schwab US REIT ETF
SCHH
|
$5.51M |
| 5 |
Meta Platforms (Facebook)
META
|
$5.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 19.99% |
| 2 | Technology | 18.46% |
| 3 | Communication Services | 9.51% |
| 4 | Healthcare | 8.13% |
| 5 | Financials | 7.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
GSK
GSK
$78.5B
| $244K | 0.24% |
+5,185
| New | +$244K |
|
52
Healthpeak Properties
DOC
$12.5B
| $241K | 0.24% |
+7,000
| New | +$241K |
|
53
Exxon Mobil
XOM
$489B
| $237K | 0.23% |
+3,391
| New | +$237K |
|
54
McDonald's
MCD
$225B
| $225K | 0.22% |
+1,139
| New | +$225K |
|
55
Welltower
WELL
$112B
| $211K | 0.21% |
+2,583
| New | +$211K |
|
56
Prudential Financial
PRU
$37.8B
| $205K | 0.2% |
+2,184
| New | +$205K |
|