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
$198M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.15M
3
+$556K
4
QCOM icon
Qualcomm
QCOM
+$353K
5
PYPL icon
PayPal
PYPL
+$38.7K

Top Sells

1
+$3.8M
2
+$405K
3
+$226K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$210K
5
V icon
Visa
V
+$210K

Sector Composition

1 Healthcare 32.17%
2 Technology 29.08%
3 Industrials 10.93%
4 Financials 7.92%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.29%
13,546
+3
27
$2.51M 1.27%
15,368
-124
28
$2.44M 1.23%
20,525
-21
29
$2.4M 1.21%
76,287
-312
30
$2.34M 1.18%
54,141
-522
31
$2.33M 1.18%
17,378
-122
32
$2.33M 1.18%
63,898
-100
33
$2.3M 1.16%
14,084
-97
34
$2.21M 1.12%
33,844
+2
35
$2.2M 1.11%
102,281
-1,279
36
$2.15M 1.09%
+73,064
37
$2.14M 1.08%
10,573
-24
38
$2M 1.01%
247,616
-900
39
$1.86M 0.94%
6,755
-25
40
$1.8M 0.91%
9,968
-23
41
$1.75M 0.89%
18,139
-99
42
$1.67M 0.84%
13,677
+14
43
$1.55M 0.79%
19,577
-48
44
$1.54M 0.78%
11,077
+3
45
$1.54M 0.78%
27,489
-246
46
$1.51M 0.76%
18,651
+4
47
$1.5M 0.76%
5,440
48
$1.46M 0.74%
69,651
-937
49
$1.46M 0.74%
4,317
50
$1.36M 0.69%
5,130
1
2
3 4 5