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
$145M
AUM Growth
-$686K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$553K
2
+$352K
3
+$241K
4
META icon
Meta Platforms (Facebook)
META
+$217K
5
V icon
Visa
V
+$213K

Top Sells

1
+$928K
2
+$455K
3
+$202K
4
DELL icon
Dell
DELL
+$202K
5
NVS icon
Novartis
NVS
+$157K

Sector Composition

1 Technology 30.35%
2 Healthcare 23.42%
3 Industrials 14.29%
4 Financials 7.64%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.45%
16,069
27
$1.96M 1.35%
8,019
-24
28
$1.85M 1.27%
18,979
-97
29
$1.81M 1.25%
11,490
30
$1.73M 1.19%
187,583
+59,888
31
$1.6M 1.1%
19,009
+1
32
$1.58M 1.09%
10,449
-49
33
$1.5M 1.03%
14,860
-248
34
$1.48M 1.02%
29,141
+5
35
$1.46M 1%
12,908
-647
36
$1.44M 0.99%
12,889
-261
37
$1.41M 0.97%
29,676
+12
38
$1.4M 0.97%
12,164
-62
39
$1.35M 0.93%
14,782
-1,715
40
$1.34M 0.92%
58,956
41
$1.33M 0.92%
24,386
+4
42
$1.32M 0.91%
18,146
+4
43
$1.26M 0.87%
20,340
+3
44
$1.21M 0.83%
43,485
45
$1.2M 0.83%
5,761
-100
46
$1.17M 0.8%
13,360
-90
47
$1.15M 0.79%
33,013
-300
48
$1.13M 0.78%
9,863
-150
49
$1.12M 0.78%
14,674
-47
50
$1.11M 0.77%
7,682
+2
1
2
3 4 5