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
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.22M
3
+$84.4K

Top Sells

1
+$4.41M
2
+$3.87M
3
+$3.09M
4
MSFT icon
Microsoft
MSFT
+$3.06M
5
AMGN icon
Amgen
AMGN
+$3.04M

Sector Composition

1 Technology 27.85%
2 Healthcare 22.36%
3 Industrials 13.66%
4 Consumer Discretionary 9.6%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.42%
10,954
-12,193
27
$1.51M 1.38%
33,288
-34,965
28
$1.46M 1.34%
12,204
-14,099
29
$1.44M 1.32%
38,085
-39,945
30
$1.43M 1.31%
15,217
-16,205
31
$1.36M 1.25%
44,485
-58,300
32
$1.32M 1.21%
16,632
-19,016
33
$1.31M 1.21%
12,614
-13,451
34
$1.26M 1.16%
17,036
-18,130
35
$1.25M 1.14%
9,725
-10,125
36
$1.24M 1.13%
21,421
-23,112
37
$1.22M 1.12%
19,756
-20,593
38
$1.22M 1.12%
+14,600
39
$1.19M 1.09%
8,109
-8,700
40
$1.16M 1.07%
12,323
-12,150
41
$1.16M 1.06%
47,522
-54,109
42
$1.14M 1.05%
34,288
-216
43
$1.08M 0.99%
11,300
-12,000
44
$969K 0.89%
29,703
-31,096
45
$954K 0.88%
411,781
-452,971
46
$947K 0.87%
16,726
-17,301
47
$903K 0.83%
7,075
-7,575
48
$895K 0.82%
17,154
-17,933
49
$880K 0.81%
12,055
-491
50
$852K 0.78%
7,451
-14,420
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