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
+$223K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$636K
3
+$354K
4
META icon
Meta Platforms (Facebook)
META
+$201K
5
VZ icon
Verizon
VZ
+$31.9K

Top Sells

1
+$707K
2
+$617K
3
+$353K
4
AMGN icon
Amgen
AMGN
+$72K
5
ADI icon
Analog Devices
ADI
+$66.8K

Sector Composition

1 Technology 29.36%
2 Healthcare 24.82%
3 Industrials 13.96%
4 Financials 7.27%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.45%
7,650
-175
27
$2.1M 1.45%
16,243
-49
28
$2.05M 1.41%
18,881
-98
29
$1.74M 1.19%
11,430
-60
30
$1.71M 1.18%
7,870
-149
31
$1.64M 1.13%
10,451
+2
32
$1.63M 1.12%
57,956
-1,000
33
$1.59M 1.09%
14,463
-397
34
$1.59M 1.09%
18,960
-49
35
$1.54M 1.06%
28,325
-816
36
$1.47M 1.01%
29,683
+7
37
$1.42M 0.98%
12,547
-342
38
$1.41M 0.97%
11,796
-368
39
$1.38M 0.95%
12,310
-598
40
$1.37M 0.95%
18,138
-8
41
$1.34M 0.93%
24,321
-65
42
$1.34M 0.92%
20,291
-49
43
$1.34M 0.92%
5,761
44
$1.28M 0.88%
186,483
-1,100
45
$1.26M 0.87%
14,557
-225
46
$1.25M 0.86%
43,485
47
$1.15M 0.79%
12,985
-375
48
$1.1M 0.76%
9,658
-500
49
$1.1M 0.76%
16,410
-147
50
$1.1M 0.75%
9,820
-33
1
2
3 4