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
$141M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$219K
3
+$211K
4
META icon
Meta Platforms (Facebook)
META
+$145K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$24.1K

Top Sells

1
+$827K
2
+$244K
3
+$204K
4
PNC icon
PNC Financial Services
PNC
+$200K
5
NTAP icon
NetApp
NTAP
+$149K

Sector Composition

1 Technology 29.23%
2 Healthcare 24.7%
3 Industrials 12.49%
4 Consumer Discretionary 8.03%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.52%
8,746
-225
27
$1.94M 1.38%
11,510
+26
28
$1.78M 1.26%
16,326
-100
29
$1.77M 1.25%
61,887
-291
30
$1.7M 1.21%
18,383
-97
31
$1.64M 1.16%
43,985
+200
32
$1.64M 1.16%
19,118
-197
33
$1.54M 1.09%
13,946
-598
34
$1.5M 1.06%
15,701
-197
35
$1.48M 1.05%
10,693
-74
36
$1.48M 1.04%
24,573
-96
37
$1.42M 1.01%
8,350
-100
38
$1.4M 0.99%
13,810
-732
39
$1.4M 0.99%
18,126
40
$1.37M 0.97%
20,682
+101
41
$1.37M 0.97%
31,222
-95
42
$1.31M 0.93%
13,698
+2
43
$1.28M 0.91%
6,580
-200
44
$1.27M 0.9%
7,723
-118
45
$1.24M 0.88%
11,962
-549
46
$1.24M 0.87%
14,870
-378
47
$1.23M 0.87%
14,868
+53
48
$1.18M 0.84%
19,354
+101
49
$1.16M 0.82%
16,828
+102
50
$1.15M 0.81%
16,938
+61
1
2
3 4 5