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
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$216K
3
+$210K
4
META icon
Meta Platforms (Facebook)
META
+$187K
5
BMY.RT
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
+$68K

Top Sells

1
+$3.74M
2
+$211K
3
+$185K
4
QCOM icon
Qualcomm
QCOM
+$123K
5
DLTR icon
Dollar Tree
DLTR
+$108K

Sector Composition

1 Technology 29.95%
2 Healthcare 25.21%
3 Industrials 13.61%
4 Financials 7.17%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.48%
33,948
-1,600
27
$2.28M 1.47%
10,852
-275
28
$2.27M 1.47%
57,252
-1,200
29
$2.14M 1.39%
18,884
+3
30
$2.13M 1.38%
15,619
-400
31
$1.81M 1.17%
10,102
-349
32
$1.74M 1.12%
177,133
-9,350
33
$1.71M 1.11%
14,316
-147
34
$1.64M 1.06%
18,861
-99
35
$1.6M 1.03%
57,556
-400
36
$1.6M 1.03%
18,042
-96
37
$1.56M 1.01%
13,111
+564
38
$1.56M 1.01%
28,134
-191
39
$1.5M 0.97%
29,340
-343
40
$1.46M 0.95%
12,312
+2
41
$1.45M 0.94%
20,143
-148
42
$1.45M 0.94%
11,603
-193
43
$1.42M 0.92%
24,025
-296
44
$1.36M 0.88%
14,357
-200
45
$1.26M 0.81%
5,761
46
$1.24M 0.8%
16,213
-197
47
$1.22M 0.79%
12,985
48
$1.18M 0.76%
9,831
+11
49
$1.17M 0.76%
42,885
-600
50
$1.17M 0.75%
30,563
-1,550
1
2
3 4 5