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
$191M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$383K
3
+$326K
4
SRE icon
Sempra
SRE
+$313K
5
AAPL icon
Apple
AAPL
+$311K

Top Sells

1
+$93.7K
2
+$90.3K
3
+$48.3K
4
UNH icon
UnitedHealth
UNH
+$47K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$46.4K

Sector Composition

1 Technology 32.81%
2 Healthcare 25.43%
3 Industrials 13.43%
4 Financials 8.22%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 1.38%
54,864
+600
27
$2.63M 1.38%
10,730
-49
28
$2.61M 1.37%
42,113
-145
29
$2.46M 1.29%
15,638
+1
30
$2.42M 1.27%
55,293
+7
31
$2.35M 1.23%
11,306
32
$2.27M 1.19%
14,133
-98
33
$2.25M 1.18%
9,613
34
$2.23M 1.17%
15,062
+193
35
$2.21M 1.16%
18,844
+3
36
$2.04M 1.07%
10,013
+1
37
$2.02M 1.06%
18,482
+68
38
$1.92M 1.01%
17,918
+43
39
$1.7M 0.89%
176,283
-4,400
40
$1.7M 0.89%
11,472
+2
41
$1.55M 0.81%
28,225
+271
42
$1.51M 0.79%
5,701
-50
43
$1.41M 0.74%
19,802
+2
44
$1.36M 0.71%
53,306
45
$1.34M 0.7%
14,239
46
$1.31M 0.69%
11,042
+13
47
$1.3M 0.68%
26,137
+722
48
$1.28M 0.67%
15,925
+3
49
$1.24M 0.65%
7,375
-100
50
$1.24M 0.65%
5,250
+210
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