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
+$332K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$665K
3
+$202K
4
META icon
Meta Platforms (Facebook)
META
+$88.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$31.7K

Top Sells

1
+$687K
2
+$239K
3
+$212K
4
CHKP icon
Check Point Software Technologies
CHKP
+$145K
5
MSFT icon
Microsoft
MSFT
+$130K

Sector Composition

1 Technology 29.21%
2 Healthcare 23.2%
3 Industrials 12.82%
4 Consumer Staples 7.3%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.34%
11,114
-349
27
$1.57M 1.32%
62,319
-1,338
28
$1.54M 1.29%
9,175
-250
29
$1.52M 1.27%
33,844
-42
30
$1.47M 1.24%
10,400
31
$1.46M 1.23%
32,524
-195
32
$1.39M 1.17%
19,224
-405
33
$1.38M 1.16%
7,928
+1
34
$1.36M 1.15%
21,126
+1
35
$1.35M 1.14%
34,976
-1,087
36
$1.29M 1.09%
35,638
-435
37
$1.27M 1.07%
16,989
-47
38
$1.24M 1.04%
15,991
+2
39
$1.23M 1.03%
15,202
+122
40
$1.22M 1.02%
39,957
-1,148
41
$1.2M 1.01%
64,856
-250
42
$1.17M 0.98%
18,276
43
$1.13M 0.95%
43,885
44
$1.06M 0.9%
13,689
+2
45
$1.05M 0.88%
6,830
46
$1.02M 0.86%
17,167
+3
47
$994K 0.84%
19,826
48
$982K 0.83%
10,594
+342
49
$955K 0.8%
19,649
-613
50
$918K 0.77%
53,345
-1,500
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