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
$117M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$284K
3
+$267K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$218K
5
TRV icon
Travelers Companies
TRV
+$210K

Top Sells

1
+$142K
2
+$92.8K
3
+$82K
4
LOW icon
Lowe's Companies
LOW
+$70.4K
5
KO icon
Coca-Cola
KO
+$60.8K

Sector Composition

1 Technology 28.52%
2 Healthcare 21.6%
3 Industrials 12.39%
4 Consumer Discretionary 12.08%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.26%
72,200
-2,400
27
$1.44M 1.23%
53,709
-696
28
$1.41M 1.21%
11,944
-300
29
$1.41M 1.2%
34,668
-1,500
30
$1.38M 1.18%
18,568
-947
31
$1.36M 1.16%
32,900
32
$1.35M 1.15%
15,857
+152
33
$1.28M 1.1%
9,925
-100
34
$1.28M 1.09%
13,153
-199
35
$1.25M 1.07%
15,140
-1,730
36
$1.23M 1.06%
22,664
-449
37
$1.23M 1.05%
13,350
-74
38
$1.19M 1.02%
20,395
+237
39
$1.18M 1.01%
8,581
-179
40
$1.13M 0.97%
452,971
+155
41
$1.09M 0.93%
68,038
-1,086
42
$1.07M 0.92%
17,005
-296
43
$996K 0.85%
17,587
+3
44
$986K 0.84%
12,150
45
$952K 0.81%
20,548
+51
46
$928K 0.79%
17,059
+750
47
$880K 0.75%
11,900
48
$853K 0.73%
19,774
+1,650
49
$845K 0.72%
10,505
+288
50
$838K 0.72%
7,375
+225
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