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
$122M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$201K
3
+$144K
4
VTV icon
Vanguard Value ETF
VTV
+$123K
5
META icon
Meta Platforms (Facebook)
META
+$101K

Top Sells

1
+$2.7M
2
+$1.22M
3
+$213K
4
QCOM icon
Qualcomm
QCOM
+$51.6K
5
EA icon
Electronic Arts
EA
+$47.2K

Sector Composition

1 Technology 29.22%
2 Healthcare 23.66%
3 Industrials 13.66%
4 Financials 7.15%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.37%
8,925
-250
27
$1.65M 1.35%
11,115
+1
28
$1.62M 1.33%
62,322
+3
29
$1.59M 1.3%
34,836
-140
30
$1.59M 1.3%
43,885
31
$1.55M 1.27%
10,400
32
$1.53M 1.25%
64,006
-850
33
$1.52M 1.24%
19,510
+2
34
$1.5M 1.23%
33,703
-141
35
$1.44M 1.18%
31,928
-596
36
$1.39M 1.14%
7,929
+1
37
$1.36M 1.11%
21,128
+2
38
$1.31M 1.07%
16,989
39
$1.28M 1.05%
15,993
+2
40
$1.25M 1.02%
15,232
+30
41
$1.18M 0.97%
13,692
+3
42
$1.16M 0.95%
18,276
43
$1.12M 0.92%
6,830
44
$1.1M 0.9%
11,595
+1,001
45
$1.08M 0.88%
17,170
+3
46
$1.05M 0.86%
19,651
+2
47
$1.04M 0.85%
10,425
+1,228
48
$1.02M 0.84%
11,773
49
$986K 0.81%
9,330
+1,358
50
$959K 0.79%
19,826
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