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
$109M
AUM Growth
-$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.32M
3
+$583K
4
PYPL icon
PayPal
PYPL
+$324K
5
NFLX icon
Netflix
NFLX
+$209K

Top Sells

1
+$351K
2
+$313K
3
+$276K
4
HPQ icon
HP
HPQ
+$255K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$245K

Sector Composition

1 Technology 28.26%
2 Healthcare 21.23%
3 Industrials 12.24%
4 Consumer Discretionary 11.31%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.34%
16,204
+432
27
$1.45M 1.33%
17,642
28
$1.43M 1.32%
66,330
+681
29
$1.39M 1.27%
34,576
-96
30
$1.39M 1.27%
11,946
+1
31
$1.38M 1.27%
42,396
-298
32
$1.34M 1.23%
9,925
33
$1.32M 1.21%
+35,487
34
$1.28M 1.18%
22,567
-98
35
$1.26M 1.15%
13,352
+1
36
$1.25M 1.15%
18,174
-97
37
$1.18M 1.08%
15,861
+2
38
$1.1M 1.01%
20,299
-98
39
$1.08M 0.99%
13,157
+2
40
$1.01M 0.93%
8,524
+1
41
$998K 0.92%
432,939
-14,698
42
$990K 0.91%
25,000
-7,900
43
$970K 0.89%
11,800
-100
44
$960K 0.88%
17,013
+4
45
$922K 0.85%
53,317
-295
46
$877K 0.81%
17,084
-100
47
$852K 0.78%
7,375
48
$844K 0.78%
67,664
-387
49
$827K 0.76%
20,550
+1
50
$821K 0.75%
12,323
+173
1
2
3 4 5