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
$130M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$959K
3
+$677K
4
CELG
Celgene Corp
CELG
+$276K
5
META icon
Meta Platforms (Facebook)
META
+$97.7K

Top Sells

1
+$2.33M
2
+$1.72M
3
+$361K
4
VTRS icon
Viatris
VTRS
+$262K
5
AMZN icon
Amazon
AMZN
+$258K

Sector Composition

1 Technology 28.48%
2 Healthcare 25.86%
3 Industrials 14.46%
4 Financials 7.13%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.52%
46,748
-1,600
27
$1.88M 1.45%
8,325
-350
28
$1.86M 1.43%
59,829
-1,761
29
$1.79M 1.38%
13,661
+745
30
$1.77M 1.37%
16,069
-257
31
$1.77M 1.37%
11,326
-109
32
$1.74M 1.34%
19,123
+2
33
$1.67M 1.29%
18,138
-147
34
$1.67M 1.29%
24,378
-198
35
$1.4M 1.08%
15,106
-297
36
$1.39M 1.07%
29,336
-1,891
37
$1.38M 1.06%
19,007
-149
38
$1.33M 1.03%
10,496
-198
39
$1.3M 1%
13,640
-696
40
$1.28M 0.99%
16,603
-223
41
$1.26M 0.98%
43,485
42
$1.23M 0.95%
7,708
-16
43
$1.19M 0.92%
20,335
-299
44
$1.18M 0.91%
12,026
-840
45
$1.18M 0.91%
13,703
+2
46
$1.06M 0.82%
10,829
-923
47
$1.05M 0.81%
13,450
-1,300
48
$1.03M 0.8%
6,011
-519
49
$1.01M 0.78%
11,158
50
$1M 0.78%
14,718
-52
1
2
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