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
$227M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.89M
3
+$3.57M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$3.49M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.24M

Top Sells

1
+$205K
2
+$202K
3
+$42.7K
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$17.7K
5
WFM
Whole Foods Market Inc
WFM
+$17.5K

Sector Composition

1 Technology 28.85%
2 Healthcare 21.24%
3 Industrials 12.87%
4 Consumer Discretionary 11.5%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.26%
23,147
+11,300
27
$2.7M 1.19%
35,166
+17,636
28
$2.67M 1.18%
35,648
+17,771
29
$2.65M 1.17%
31,422
+15,659
30
$2.65M 1.17%
19,850
+9,925
31
$2.62M 1.15%
26,303
+12,951
32
$2.6M 1.15%
26,065
+12,905
33
$2.55M 1.12%
44,533
+22,065
34
$2.48M 1.09%
101,631
+53,659
35
$2.33M 1.03%
40,349
+20,048
36
$2.33M 1.03%
16,809
+8,284
37
$2.24M 0.98%
39,248
-750
38
$2.24M 0.98%
52,900
+32,900
39
$2.11M 0.93%
67,796
-564
40
$2.1M 0.93%
864,752
+433,413
41
$2.09M 0.92%
225,140
+28,100
42
$2.08M 0.92%
34,027
+17,009
43
$2.05M 0.9%
131,183
+66,802
44
$2.01M 0.89%
21,871
+16,289
45
$2M 0.88%
24,473
+12,150
46
$1.95M 0.86%
23,300
+11,900
47
$1.95M 0.86%
35,087
+17,490
48
$1.81M 0.8%
41,151
+20,599
49
$1.81M 0.8%
14,650
+7,375
50
$1.77M 0.78%
34,398
+17,394
1
2
3 4 5