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
$223M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.82M
3
+$576K
4
NVDA icon
NVIDIA
NVDA
+$240K
5
PLTR icon
Palantir
PLTR
+$236K

Top Sells

1
+$3.12M
2
+$143K
3
+$87.9K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$80.2K
5
EXPD icon
Expeditors International
EXPD
+$78.5K

Sector Composition

1 Technology 32.2%
2 Healthcare 27.47%
3 Industrials 12.42%
4 Financials 9.02%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.34%
25,640
27
$2.8M 1.25%
41,863
+3
28
$2.79M 1.25%
9,563
29
$2.77M 1.24%
10,684
30
$2.7M 1.21%
13,936
-98
31
$2.63M 1.18%
11,111
-25
32
$2.59M 1.16%
15,715
-14
33
$2.58M 1.16%
54,801
-66
34
$2.43M 1.09%
31,208
-1,130
35
$2.33M 1.05%
18,799
-48
36
$2.23M 1%
9,986
-19
37
$2.2M 0.99%
14,869
38
$2.2M 0.99%
53,291
39
$2.11M 0.95%
18,209
-49
40
$2M 0.9%
17,786
+3
41
$1.98M 0.89%
11,476
+2
42
$1.82M 0.82%
+4,347
43
$1.82M 0.82%
5,701
44
$1.75M 0.79%
176,983
+1,300
45
$1.63M 0.73%
11,584
+363
46
$1.63M 0.73%
28,413
47
$1.55M 0.69%
7,675
+150
48
$1.53M 0.69%
7,375
49
$1.53M 0.69%
19,767
-23
50
$1.53M 0.69%
15,890
-23
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2
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