AIA

AIMZ Investment Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 12.69%
This Quarter Est. Return
1 Year Est. Return
+12.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4M
3
+$3.96M
4
QCOM icon
Qualcomm
QCOM
+$3.77M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$3.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.15%
2 Healthcare 20%
3 Industrials 13.1%
4 Consumer Discretionary 11.13%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.31%
+17,728
27
$1.46M 1.3%
+74,600
28
$1.45M 1.29%
+15,705
29
$1.34M 1.2%
+19,515
30
$1.33M 1.19%
+32,900
31
$1.32M 1.18%
+20,158
32
$1.32M 1.17%
+16,870
33
$1.27M 1.13%
+13,424
34
$1.26M 1.13%
+13,352
35
$1.24M 1.1%
+12,244
36
$1.2M 1.07%
+8,760
37
$1.08M 0.97%
+17,584
38
$1.08M 0.96%
+23,113
39
$1.08M 0.96%
+69,124
40
$1.03M 0.92%
+10,025
41
$984K 0.88%
+7,090
42
$961K 0.86%
+17,301
43
$961K 0.86%
+452,816
44
$923K 0.82%
+20,497
45
$894K 0.8%
+16,309
46
$865K 0.77%
+11,900
47
$855K 0.76%
+12,150
48
$829K 0.74%
+10,217
49
$815K 0.73%
+18,124
50
$798K 0.71%
+15,794
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