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
$119M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$557K
3
+$307K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$262K
5
EA icon
Electronic Arts
EA
+$224K

Top Sells

1
+$237K
2
+$213K
3
+$197K
4
CHKP icon
Check Point Software Technologies
CHKP
+$172K
5
CTAS icon
Cintas
CTAS
+$158K

Sector Composition

1 Technology 29.64%
2 Healthcare 21.57%
3 Industrials 13.28%
4 Consumer Discretionary 7.99%
5 Consumer Staples 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.3%
65,106
-1,200
27
$1.53M 1.29%
63,657
+6
28
$1.52M 1.28%
11,463
-249
29
$1.44M 1.21%
36,063
-789
30
$1.43M 1.21%
10,076
+924
31
$1.43M 1.2%
33,886
-141
32
$1.39M 1.17%
32,719
+18
33
$1.38M 1.16%
9,425
-200
34
$1.38M 1.16%
36,073
-100
35
$1.35M 1.14%
10,400
-150
36
$1.31M 1.11%
15,989
+3
37
$1.29M 1.09%
21,125
-48
38
$1.28M 1.08%
19,629
-97
39
$1.27M 1.07%
7,927
+1
40
$1.24M 1.04%
15,080
+2
41
$1.21M 1.02%
+18,276
42
$1.13M 0.96%
17,036
43
$1.12M 0.95%
13,687
-2,398
44
$1.03M 0.87%
17,164
+3
45
$1M 0.85%
6,830
46
$939K 0.79%
29,907
-14
47
$924K 0.78%
11,773
48
$922K 0.78%
10,252
+900
49
$918K 0.77%
16,494
50
$900K 0.76%
20,262
+2
1
2
3 4