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
$155M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$224K
3
+$224K
4
COST icon
Costco
COST
+$209K
5
DELL icon
Dell
DELL
+$206K

Top Sells

1
+$166K
2
+$155K
3
+$150K
4
UNH icon
UnitedHealth
UNH
+$141K
5
MSFT icon
Microsoft
MSFT
+$131K

Sector Composition

1 Technology 29.74%
2 Healthcare 25.08%
3 Industrials 12.26%
4 Consumer Discretionary 7.5%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.41%
8,217
-529
27
$2.12M 1.37%
12,916
+756
28
$2.03M 1.31%
11,435
-75
29
$2M 1.29%
43,485
-500
30
$1.93M 1.24%
61,590
-297
31
$1.88M 1.21%
19,121
+3
32
$1.82M 1.17%
16,326
33
$1.79M 1.15%
24,576
+3
34
$1.77M 1.14%
15,403
-298
35
$1.73M 1.11%
18,285
-98
36
$1.72M 1.11%
18,126
37
$1.69M 1.09%
8,100
-250
38
$1.62M 1.04%
14,336
+390
39
$1.51M 0.97%
10,694
+1
40
$1.44M 0.93%
31,227
+5
41
$1.42M 0.92%
12,866
-944
42
$1.41M 0.9%
19,156
-198
43
$1.36M 0.88%
20,634
-48
44
$1.36M 0.88%
7,724
+1
45
$1.35M 0.87%
6,530
-50
46
$1.3M 0.84%
11,752
-210
47
$1.3M 0.84%
16,826
-112
48
$1.29M 0.83%
16,831
+3
49
$1.28M 0.83%
14,750
-120
50
$1.27M 0.82%
13,701
+3
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2
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