AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$350M
1-Year Est. Return
22.29%
This Fund
S&P 500
1 Year Est. Return
+22.29%
AUM
$350M
AUM Growth
+$31M
(+9.7%)
Holding
144
Top Buys
| 1 | +$4.61M | |
| 2 | +$2.44M | |
| 3 | +$1.83M | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$557K |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$553K |
Top Sells
| 1 | +$633K | |
| 2 | +$311K | |
| 3 | +$235K | |
| 4 |
W.R. Berkley
WRB
|
+$215K |
| 5 |
Global Payments
GPN
|
+$212K |
Sector Composition
| 1 | Technology | 31.97% |
| 2 | Healthcare | 24.63% |
| 3 | Communication Services | 13.33% |
| 4 | Industrials | 8.05% |
| 5 | Financials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
EPAM Systems
EPAM
$7.63B
| $4.48M | 1.28% |
21,870
-225
|
|
||
27
Check Point Software Technologies
CHKP
$17B
| $4.35M | 1.24% |
23,424
|
|
||
28
Nice
NICE
$7.83B
| $4.32M | 1.23% |
+38,175
|
|
||
29
Amgen
AMGN
$204B
| $4.24M | 1.21% |
12,944
-88
|
|
||
30
NVIDIA
NVDA
$4.45T
| $4.05M | 1.16% |
21,692
+2,600
|
|
||
31
AbbVie
ABBV
$418B
| $3.56M | 1.02% |
15,561
-98
|
|
||
32
Vanguard Mid-Cap Value ETF
VOE
$21.9B
| $3.29M | 0.94% |
18,531
+2,479
|
|
||
33
PayPal
PYPL
$43B
| $3.22M | 0.92% |
55,236
+2,102
|
|
||
34
Stryker
SYK
$146B
| $3.17M | 0.91% |
9,032
-100
|
|
||
35
Urban Outfitters
URBN
$6B
| $3.16M | 0.9% |
42,039
-1,000
|
|
||
36
GSK
GSK
$114B
| $2.98M | 0.85% |
60,823
-397
|
|
||
37
Johnson & Johnson
JNJ
$591B
| $2.96M | 0.85% |
14,287
-148
|
|
||
38
Bristol-Myers Squibb
BMY
$127B
| $2.87M | 0.82% |
53,282
-596
|
|
||
39
Lowe's Companies
LOW
$145B
| $2.79M | 0.8% |
11,577
+1
|
|
||
40
Vanguard Value ETF
VTV
$169B
| $2.75M | 0.79% |
14,393
+2,395
|
|
||
41
Merck
MRK
$297B
| $2.7M | 0.77% |
25,632
-298
|
|
||
42
Vanguard Dividend Appreciation ETF
VIG
$104B
| $2.65M | 0.76% |
12,042
+2,196
|
|
||
43
Vanguard High Dividend Yield ETF
VYM
$73.9B
| $2.62M | 0.75% |
18,267
+3,234
|
|
||
44
Cigna
CI
$75B
| $2.58M | 0.74% |
9,385
|
|
||
45
Oracle
ORCL
$438B
| $2.53M | 0.72% |
12,963
-790
|
|
||
46
Factset
FDS
$8.36B
| $2.52M | 0.72% |
+8,675
|
|
||
47
Analog Devices
ADI
$167B
| $2.52M | 0.72% |
9,280
+1
|
|
||
48
Vanguard Health Care ETF
VHT
$17.5B
| $2.43M | 0.69% |
8,427
+1,564
|
|
||
49
Euronet Worldwide
EEFT
$3.13B
| $2.21M | 0.63% |
29,040
+6,190
|
|
||
50
Illinois Tool Works
ITW
$82.8B
| $2.2M | 0.63% |
8,927
+1
|
|