IAIM

Industrial Alliance Investment Management Portfolio holdings

AUM $176M
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$6.63M
2 +$108K

Top Sells

1 +$767K
2 +$128K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$94.6M 63.59%
171,402
+12,019
2
$20.3M 13.68%
66,906
-421
3
$13.1M 8.84%
21,269
-1,241
4
$8.39M 5.64%
94,190
5
$6.45M 4.33%
95,873
6
$5.83M 3.92%
88,002
+1,638