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
$146M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$223K
3
+$221K
4
COST icon
Costco
COST
+$216K
5
AMZN icon
Amazon
AMZN
+$212K

Top Sells

1
+$98K
2
+$84K
3
+$78.8K
4
ADBE icon
Adobe
ADBE
+$53.3K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$52.9K

Sector Composition

1 Technology 29.37%
2 Healthcare 24.47%
3 Industrials 14.29%
4 Financials 6.98%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.37%
127,695
-100
27
$1.99M 1.37%
8,043
-24
28
$1.97M 1.35%
16,069
29
$1.94M 1.33%
59,685
-144
30
$1.85M 1.27%
11,490
-175
31
$1.75M 1.2%
58,956
-400
32
$1.74M 1.19%
19,076
-47
33
$1.65M 1.14%
15,108
+2
34
$1.54M 1.06%
24,382
+4
35
$1.52M 1.05%
+33,313
36
$1.52M 1.04%
19,008
+1
37
$1.51M 1.03%
10,498
+2
38
$1.46M 1%
18,142
+4
39
$1.44M 0.99%
43,485
40
$1.43M 0.98%
13,555
-148
41
$1.42M 0.98%
16,497
-106
42
$1.42M 0.97%
13,150
-490
43
$1.36M 0.94%
29,136
-200
44
$1.34M 0.92%
12,226
+200
45
$1.33M 0.92%
7,680
-28
46
$1.19M 0.82%
14,721
+3
47
$1.15M 0.79%
13,450
48
$1.13M 0.78%
16,553
+3
49
$1.13M 0.77%
5,861
-150
50
$1.1M 0.76%
20,337
+2
1
2
3 4