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
$209M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.09M
3
+$72.1K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$43.6K
5
PRLB icon
Protolabs
PRLB
+$33.5K

Top Sells

1
+$4.05M
2
+$327K
3
+$299K
4
DIS icon
Walt Disney
DIS
+$221K
5
AFL icon
Aflac
AFL
+$214K

Sector Composition

1 Healthcare 30.84%
2 Technology 29.7%
3 Industrials 13.23%
4 Financials 7.72%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.38%
10,934
-65
27
$2.84M 1.36%
40,719
+31,292
28
$2.75M 1.32%
15,492
-142
29
$2.71M 1.3%
29,699
-249
30
$2.68M 1.29%
17,500
+3
31
$2.48M 1.19%
6,780
-10
32
$2.42M 1.16%
33,842
+2
33
$2.41M 1.16%
103,560
+18
34
$2.37M 1.13%
13,543
+2
35
$2.36M 1.13%
14,181
-322
36
$2.21M 1.06%
54,663
-144
37
$2.19M 1.05%
70,588
-37
38
$2.11M 1.01%
10,597
-14
39
$1.98M 0.95%
18,238
+1
40
$1.87M 0.9%
248,516
+5,800
41
$1.82M 0.87%
9,991
+1
42
$1.77M 0.85%
13,663
-421
43
$1.75M 0.84%
27,735
-95
44
$1.67M 0.8%
18,647
+3
45
$1.64M 0.78%
19,625
+2
46
$1.62M 0.78%
4,317
47
$1.62M 0.78%
11,074
-698
48
$1.49M 0.72%
5,440
49
$1.41M 0.67%
13,827
-400
50
$1.4M 0.67%
37,341
-14
1
2
3 4 5