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
$243M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$516K
3
+$360K
4
COP icon
ConocoPhillips
COP
+$256K
5
GILD icon
Gilead Sciences
GILD
+$251K

Top Sells

1
+$526K
2
+$320K
3
+$277K
4
MRVL icon
Marvell Technology
MRVL
+$265K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$237K

Sector Composition

1 Technology 31.55%
2 Healthcare 29.68%
3 Industrials 12.36%
4 Financials 6.9%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.27%
6,790
27
$2.9M 1.19%
70,625
-3,250
28
$2.89M 1.19%
103,542
-3,086
29
$2.84M 1.17%
10,611
-299
30
$2.84M 1.17%
17,497
-797
31
$2.77M 1.14%
15,634
-783
32
$2.74M 1.13%
13,541
-599
33
$2.72M 1.12%
54,807
-1,797
34
$2.68M 1.1%
20,617
-546
35
$2.65M 1.09%
33,840
-698
36
$2.63M 1.08%
10,999
-845
37
$2.46M 1.01%
29,948
-771
38
$2.43M 1%
14,503
-183
39
$2.28M 0.94%
242,716
+3,336
40
$2.16M 0.89%
18,237
-599
41
$2.11M 0.87%
14,084
-206
42
$2.09M 0.86%
9,990
-298
43
$2.07M 0.85%
18,644
-730
44
$2.04M 0.84%
4,317
-98
45
$1.95M 0.8%
11,772
-423
46
$1.85M 0.76%
37,355
+10,409
47
$1.84M 0.76%
5,130
48
$1.73M 0.71%
27,830
-1,067
49
$1.63M 0.67%
5,440
-251
50
$1.61M 0.66%
19,623
-1,048
1
2
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