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
$222M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.9M
3
+$1.74M
4
BMY icon
Bristol-Myers Squibb
BMY
+$609K
5
VTV icon
Vanguard Value ETF
VTV
+$323K

Top Sells

1
+$5.42M
2
+$173K
3
+$162K
4
MSFT icon
Microsoft
MSFT
+$162K
5
TROW icon
T. Rowe Price
TROW
+$149K

Sector Composition

1 Technology 32.38%
2 Healthcare 28.32%
3 Industrials 11.46%
4 Financials 8.63%
5 Consumer Discretionary 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 1.32%
7,478
-64
27
$2.87M 1.29%
25,364
-276
28
$2.83M 1.28%
13,938
+2
29
$2.81M 1.27%
10,635
-49
30
$2.67M 1.21%
62,852
-799
31
$2.57M 1.16%
15,916
+201
32
$2.55M 1.15%
54,804
+3
33
$2.45M 1.11%
9,427
-136
34
$2.34M 1.06%
18,671
-128
35
$2.31M 1.04%
30,735
-473
36
$2.22M 1%
11,112
+1
37
$2.21M 1%
14,686
-183
38
$2.16M 0.98%
18,310
+101
39
$2.06M 0.93%
9,987
+1
40
$1.98M 0.89%
11,793
+317
41
$1.92M 0.87%
17,790
+4
42
$1.87M 0.84%
5,701
43
$1.86M 0.84%
13,308
+1,724
44
$1.86M 0.84%
4,322
-25
45
$1.74M 0.79%
+25,310
46
$1.69M 0.76%
173,066
-3,917
47
$1.53M 0.69%
51,597
-1,694
48
$1.53M 0.69%
17,573
-50
49
$1.5M 0.68%
19,769
+2
50
$1.48M 0.67%
15,692
-198
1
2
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