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
+$61K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$232K
3
+$113K
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$11.5K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.72K

Top Sells

1
+$214K
2
+$156K
3
+$146K
4
CHKP icon
Check Point Software Technologies
CHKP
+$118K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 28.94%
2 Healthcare 20.96%
3 Industrials 13.41%
4 Consumer Discretionary 9.04%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.39%
36,173
-2,100
27
$1.47M 1.31%
63,651
-630
28
$1.44M 1.28%
20,153
+23
29
$1.43M 1.28%
11,712
-149
30
$1.43M 1.27%
11,906
-99
31
$1.36M 1.22%
15,078
+9
32
$1.36M 1.21%
32,701
-492
33
$1.35M 1.2%
34,027
-270
34
$1.28M 1.15%
9,625
35
$1.24M 1.1%
19,726
+2
36
$1.23M 1.1%
21,173
+1
37
$1.18M 1.06%
7,926
-123
38
$1.17M 1.04%
16,085
-646
39
$1.14M 1.02%
15,986
+2
40
$1.11M 0.99%
17,036
41
$1.09M 0.97%
10,550
-650
42
$1.05M 0.94%
9,152
+982
43
$961K 0.86%
29,921
-179
44
$957K 0.86%
17,161
+4
45
$916K 0.82%
6,830
-245
46
$909K 0.81%
11,773
-400
47
$909K 0.81%
16,494
-500
48
$827K 0.74%
8,887
+16
49
$797K 0.71%
9,352
-34
50
$785K 0.7%
44,372
-2,700
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