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
$257M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.51M
3
+$584K
4
EBS icon
Emergent Biosolutions
EBS
+$557K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$531K

Top Sells

1
+$215K
2
+$204K
3
+$154K
4
IBM icon
IBM
IBM
+$136K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$76.6K

Sector Composition

1 Technology 32.7%
2 Healthcare 27.96%
3 Industrials 12.86%
4 Financials 7.54%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.31%
54,004
+1,853
27
$3.29M 1.28%
34,538
+602
28
$3.21M 1.25%
73,875
+12,825
29
$3.21M 1.25%
76,854
+14,002
30
$3.03M 1.18%
25,964
+600
31
$2.92M 1.14%
10,910
+275
32
$2.83M 1.1%
21,163
-1,021
33
$2.81M 1.09%
16,417
+501
34
$2.73M 1.06%
56,604
+1,800
35
$2.72M 1.06%
11,844
+732
36
$2.65M 1.03%
18,836
+526
37
$2.55M 0.99%
14,686
38
$2.54M 0.99%
10,288
+301
39
$2.48M 0.96%
18,294
+504
40
$2.36M 0.92%
5,691
-10
41
$2.35M 0.92%
30,719
-16
42
$2.15M 0.84%
14,290
+982
43
$2.14M 0.83%
12,195
+402
44
$2M 0.78%
19,374
+703
45
$1.93M 0.75%
4,415
+93
46
$1.92M 0.75%
239,380
+66,314
47
$1.83M 0.71%
9,727
+300
48
$1.81M 0.7%
5,130
49
$1.78M 0.69%
27,483
50
$1.72M 0.67%
15,320
+2,053
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