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
$204M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Sells

1 +$381K
2 +$208K
3 +$68.3K
4
CI icon
Cigna
CI
+$41.1K
5
AMGN icon
Amgen
AMGN
+$39.3K

Sector Composition

1 Technology 30.52%
2 Healthcare 26.84%
3 Industrials 13.14%
4 Financials 8.64%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.8M 1.37%
32,848
-800
27
$2.69M 1.32%
11,136
-170
28
$2.67M 1.31%
14,034
-99
29
$2.64M 1.29%
41,860
-253
30
$2.6M 1.27%
10,684
-46
31
$2.58M 1.27%
15,729
+91
32
$2.48M 1.22%
54,867
+3
33
$2.38M 1.16%
32,338
+21,928
34
$2.32M 1.14%
9,563
-50
35
$2.23M 1.09%
18,847
+3
36
$2.22M 1.08%
10,005
-8
37
$2.19M 1.07%
18,258
-224
38
$2.1M 1.03%
14,869
-193
39
$2.03M 0.99%
175,683
-600
40
$1.98M 0.97%
53,291
-15
41
$1.92M 0.94%
17,783
-135
42
$1.78M 0.87%
11,474
+2
43
$1.74M 0.85%
5,701
44
$1.65M 0.81%
25,847
-290
45
$1.62M 0.79%
+7,525
46
$1.51M 0.74%
11,221
+179
47
$1.47M 0.72%
27,928
-297
48
$1.45M 0.71%
24,340
-22
49
$1.45M 0.71%
28,413
50
$1.44M 0.7%
15,913
-12