AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$299M
1-Year Est. Return
12.69%
1 Year Est. Return
+12.69%
AUM
$299M
AUM Growth
+$12.3M
(+4.3%)
Holding
131
Top Buys
| 1 | +$1.3M | |
| 2 | +$777K | |
| 3 | +$245K | |
| 4 |
Walt Disney
DIS
|
+$226K |
| 5 |
Ubiquiti
UI
|
+$216K |
Top Sells
| 1 | +$853K | |
| 2 | +$334K | |
| 3 | +$242K | |
| 4 |
Microsoft
MSFT
|
+$202K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$183K |
Sector Composition
| 1 | Technology | 33.89% |
| 2 | Healthcare | 23.62% |
| 3 | Communication Services | 13.03% |
| 4 | Industrials | 8.41% |
| 5 | Financials | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Teva Pharmaceuticals
TEVA
$22.2B
| $3.76M | 1.26% |
224,557
-1,400
|
|
||
27
Amgen
AMGN
$161B
| $3.66M | 1.23% |
13,120
-99
|
|
||
28
Stryker
SYK
$143B
| $3.61M | 1.21% |
9,131
-8
|
|
||
29
Genmab
GMAB
$20.4B
| $3.43M | 1.15% |
165,880
-1,900
|
|
||
30
Urban Outfitters
URBN
$6B
| $3.14M | 1.05% |
43,239
-500
|
|
||
31
Cigna
CI
$79.9B
| $3.1M | 1.04% |
9,385
-103
|
|
||
32
NVIDIA
NVDA
$4.46T
| $3.03M | 1.02% |
19,192
-2,114
|
|
||
33
Oracle
ORCL
$830B
| $3.01M | 1.01% |
13,753
-800
|
|
||
34
AbbVie
ABBV
$406B
| $2.92M | 0.98% |
15,706
+4
|
|
||
35
Netflix
NFLX
$510B
| $2.78M | 0.93% |
2,076
|
|
||
36
Globant
GLOB
$2.54B
| $2.78M | 0.93% |
30,582
-150
|
|
||
37
Lowe's Companies
LOW
$137B
| $2.6M | 0.87% |
11,725
+2
|
|
||
38
UnitedHealth
UNH
$323B
| $2.52M | 0.84% |
8,069
+2,491
|
|
||
39
Bristol-Myers Squibb
BMY
$88.8B
| $2.45M | 0.82% |
52,846
-87
|
|
||
40
Dolby
DLB
$6.59B
| $2.38M | 0.8% |
32,071
+3
|
|
||
41
GSK
GSK
$88.3B
| $2.38M | 0.8% |
61,867
-392
|
|
||
42
Analog Devices
ADI
$119B
| $2.35M | 0.79% |
9,853
-499
|
|
||
43
Euronet Worldwide
EEFT
$3.47B
| $2.32M | 0.78% |
22,850
|
|
||
|
44
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $2.3M | 0.77% |
13,956
-1,110
|
|
||
45
Abbott
ABT
$224B
| $2.26M | 0.76% |
16,584
-99
|
|
||
46
Johnson & Johnson
JNJ
$465B
| $2.22M | 0.74% |
14,531
-32
|
|
||
47
Illinois Tool Works
ITW
$72.7B
| $2.21M | 0.74% |
8,924
-48
|
|
||
48
Merck
MRK
$212B
| $2.08M | 0.7% |
26,333
-565
|
|
||
49
Teledyne Technologies
TDY
$26.4B
| $2.06M | 0.69% |
4,027
-4
|
|
||
50
Emerson Electric
EMR
$72.8B
| $1.93M | 0.65% |
14,488
-66
|
|