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
$167M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$664K
3
+$234K
4
DELL icon
Dell
DELL
+$220K
5
DIS icon
Walt Disney
DIS
+$211K

Top Sells

1
+$433K
2
+$306K
3
+$209K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$167K
5
VTV icon
Vanguard Value ETF
VTV
+$160K

Sector Composition

1 Technology 31.93%
2 Healthcare 27.31%
3 Industrials 13.72%
4 Financials 7.64%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.41%
14,231
-40
27
$2.33M 1.39%
15,637
-59
28
$2.29M 1.37%
34,534
-1,198
29
$2.25M 1.34%
10,779
30
$2.17M 1.3%
106,413
-1,839
31
$2.06M 1.23%
14,869
-500
32
$2M 1.2%
18,414
-99
33
$1.98M 1.19%
55,286
-943
34
$1.96M 1.17%
18,841
+2
35
$1.93M 1.16%
10,012
+57
36
$1.92M 1.15%
11,306
37
$1.89M 1.13%
9,613
-150
38
$1.63M 0.97%
180,683
+3,950
39
$1.6M 0.96%
5,751
+40
40
$1.57M 0.94%
17,875
+4
41
$1.38M 0.83%
27,954
-64
42
$1.34M 0.8%
11,470
+3
43
$1.32M 0.79%
25,415
+12,816
44
$1.25M 0.75%
7,475
-600
45
$1.24M 0.74%
14,239
-50
46
$1.14M 0.68%
19,800
+3
47
$1.12M 0.67%
11,029
-1,361
48
$1.11M 0.66%
53,306
-700
49
$1.05M 0.63%
17,659
50
$1.04M 0.63%
15,922
+3
1
2
3 4 5