AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$319M
1-Year Est. Return
14.58%
1 Year Est. Return
+14.58%
AUM
$319M
AUM Growth
+$20M
(+6.7%)
Holding
131
Top Buys
| 1 | +$2.5M | |
| 2 | +$529K | |
| 3 | +$454K | |
| 4 |
Vanguard Value ETF
VTV
|
+$445K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$434K |
Top Sells
| 1 | +$641K | |
| 2 | +$481K | |
| 3 | +$458K | |
| 4 |
iShares Core High Dividend ETF
HDV
|
+$209K |
| 5 |
Texas Instruments
TXN
|
+$202K |
Sector Composition
| 1 | Technology | 32.89% |
| 2 | Healthcare | 23.99% |
| 3 | Communication Services | 13.57% |
| 4 | Industrials | 8.41% |
| 5 | Financials | 7.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.2T
| $21.7M | 6.8% |
85,100
-679
|
|
||
2
Meta Platforms (Facebook)
META
$1.61T
| $18.8M | 5.9% |
25,580
-623
|
|
||
3
Microsoft
MSFT
$3.55T
| $14.8M | 4.65% |
28,620
-294
|
|
||
4
Alphabet (Google) Class C
GOOG
$3.87T
| $11.1M | 3.48% |
45,470
-2,631
|
|
||
|
5
Alphabet (Google) Class A
GOOGL
$3.86T
| $10.2M | 3.19% |
41,782
-597
|
|
||
6
Qualcomm
QCOM
$187B
| $9.54M | 2.99% |
57,317
-792
|
|
||
7
Vertex Pharmaceuticals
VRTX
$118B
| $7.97M | 2.5% |
20,361
-365
|
|
||
8
Gilead Sciences
GILD
$155B
| $7.12M | 2.23% |
64,130
-890
|
|
||
9
NetApp
NTAP
$22.7B
| $6.68M | 2.1% |
56,378
-1,234
|
|
||
10
Incyte
INCY
$19.9B
| $5.68M | 1.78% |
67,023
-1,225
|
|
||
11
C.H. Robinson
CHRW
$18.8B
| $5.55M | 1.74% |
41,901
-397
|
|
||
12
Regeneron Pharmaceuticals
REGN
$76.1B
| $5.47M | 1.72% |
9,729
-125
|
|
||
13
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.33M | 1.67% |
10,593
-65
|
|
||
14
Cintas
CTAS
$74.2B
| $5.32M | 1.67% |
25,900
-198
|
|
||
15
UnitedHealth
UNH
$308B
| $5.29M | 1.66% |
15,316
+7,247
|
|
||
16
Adobe
ADBE
$137B
| $5.15M | 1.62% |
14,612
-84
|
|
||
17
IBM
IBM
$283B
| $5.12M | 1.61% |
18,158
-43
|
|
||
18
Genmab
GMAB
$19.5B
| $5.05M | 1.58% |
164,510
-1,370
|
|
||
19
T. Rowe Price
TROW
$22.9B
| $4.98M | 1.56% |
48,553
-592
|
|
||
20
Infosys
INFY
$73.2B
| $4.97M | 1.56% |
305,471
+51
|
|
||
21
Walmart
WMT
$912B
| $4.88M | 1.53% |
47,313
-44
|
|
||
22
Check Point Software Technologies
CHKP
$20.5B
| $4.85M | 1.52% |
23,424
|
|
||
23
Expeditors International
EXPD
$19.8B
| $4.72M | 1.48% |
38,477
-50
|
|
||
24
Cisco
CSCO
$307B
| $4.71M | 1.48% |
68,844
-1,294
|
|
||
25
Teva Pharmaceuticals
TEVA
$31.9B
| $4.49M | 1.41% |
222,286
-2,271
|
|