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
$138M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.99M
3
+$374K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$360K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$276K

Top Sells

1
+$286K
2
+$231K
3
+$210K
4
ADP icon
Automatic Data Processing
ADP
+$203K
5
AABA
Altaba Inc
AABA
+$143K

Sector Composition

1 Technology 29.04%
2 Healthcare 24.45%
3 Industrials 13.14%
4 Consumer Discretionary 7.47%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.34%
11,484
-199
27
$1.84M 1.34%
62,178
-444
28
$1.82M 1.32%
11,416
-428
29
$1.79M 1.3%
16,426
-1
30
$1.75M 1.27%
18,480
-548
31
$1.69M 1.22%
10,767
-174
32
$1.61M 1.17%
24,669
+2
33
$1.59M 1.16%
14,544
+3,293
34
$1.55M 1.12%
19,315
-198
35
$1.47M 1.07%
14,542
+1,270
36
$1.44M 1.04%
7,841
-90
37
$1.42M 1.03%
8,450
-100
38
$1.4M 1.01%
15,898
-98
39
$1.37M 1%
20,581
-48
40
$1.36M 0.99%
31,317
-250
41
$1.29M 0.94%
43,785
42
$1.29M 0.94%
12,511
+482
43
$1.26M 0.91%
15,248
+3,347
44
$1.25M 0.91%
18,126
45
$1.25M 0.91%
13,696
+2
46
$1.22M 0.89%
16,877
-56
47
$1.21M 0.88%
6,780
48
$1.15M 0.84%
19,253
-349
49
$1.15M 0.84%
33,221
-90
50
$1.14M 0.83%
16,726
-197
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