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
$133M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$217K
3
+$215K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$214K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$207K

Top Sells

1
+$327K
2
+$207K
3
+$103K
4
DO
Diamond Offshore Drilling
DO
+$76.7K
5
CI icon
Cigna
CI
+$76.1K

Sector Composition

1 Technology 29.51%
2 Healthcare 21.68%
3 Industrials 13.75%
4 Consumer Discretionary 7.78%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.38%
19,028
-199
27
$1.83M 1.37%
10,941
-174
28
$1.82M 1.37%
10,400
29
$1.81M 1.36%
11,683
-125
30
$1.79M 1.35%
24,667
-247
31
$1.74M 1.3%
8,550
-375
32
$1.58M 1.18%
19,513
+3
33
$1.56M 1.17%
7,931
+2
34
$1.5M 1.13%
43,785
-100
35
$1.49M 1.12%
15,996
+3
36
$1.45M 1.09%
31,567
-361
37
$1.44M 1.08%
33,311
-392
38
$1.35M 1.02%
13,272
+1,677
39
$1.35M 1.02%
18,126
-150
40
$1.35M 1.02%
20,629
-499
41
$1.28M 0.97%
6,780
-50
42
$1.28M 0.96%
12,029
+1,604
43
$1.27M 0.96%
16,933
-56
44
$1.25M 0.94%
11,251
+1,921
45
$1.25M 0.94%
11,673
-100
46
$1.25M 0.94%
14,912
-320
47
$1.22M 0.92%
13,694
+2
48
$1.18M 0.89%
16,923
-247
49
$1.12M 0.84%
19,602
-49
50
$1.02M 0.77%
11,901
+1,551
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