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
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$215K
3
+$214K
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$211K
5
JPM icon
JPMorgan Chase
JPM
+$207K

Top Sells

1
+$1.9M
2
+$610K
3
+$238K
4
ITW icon
Illinois Tool Works
ITW
+$90.2K
5
MSFT icon
Microsoft
MSFT
+$75.9K

Sector Composition

1 Technology 29.15%
2 Healthcare 22.59%
3 Industrials 13.7%
4 Consumer Discretionary 9.77%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.38%
64,281
-294
27
$1.53M 1.37%
10,955
+1
28
$1.42M 1.27%
11,861
-753
29
$1.41M 1.26%
33,193
-95
30
$1.4M 1.25%
12,005
-199
31
$1.31M 1.18%
15,069
-148
32
$1.25M 1.12%
9,625
-100
33
$1.24M 1.11%
19,724
-32
34
$1.23M 1.1%
21,172
-249
35
$1.22M 1.09%
34,297
+9
36
$1.22M 1.09%
11,200
-100
37
$1.21M 1.08%
17,036
38
$1.19M 1.06%
8,049
-60
39
$1.15M 1.03%
15,984
-648
40
$1.08M 0.96%
16,731
+5
41
$1.05M 0.94%
8,170
+719
42
$961K 0.86%
12,173
-150
43
$935K 0.84%
17,157
+3
44
$923K 0.83%
30,100
+397
45
$913K 0.82%
44,385
-100
46
$910K 0.81%
7,075
47
$862K 0.77%
20,372
-33
48
$829K 0.74%
47,072
-450
49
$802K 0.72%
12,063
+8
50
$788K 0.7%
9,386
+811
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