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
$223M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$164K
3
+$70.3K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$68.7K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$66.1K

Top Sells

1
+$317K
2
+$221K
3
+$217K
4
AFL icon
Aflac
AFL
+$216K
5
MSFT icon
Microsoft
MSFT
+$200K

Sector Composition

1 Technology 30.93%
2 Healthcare 30.76%
3 Industrials 10.73%
4 Financials 7.43%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.28%
6,042
-4
27
$2.71M 1.22%
10,620
-25
28
$2.67M 1.2%
16,760
-321
29
$2.63M 1.18%
13,150
-299
30
$2.6M 1.16%
52,905
-486
31
$2.59M 1.16%
6,730
32
$2.58M 1.16%
19,698
-346
33
$2.55M 1.14%
94,523
-982
34
$2.54M 1.14%
73,509
-981
35
$2.41M 1.08%
13,231
-256
36
$2.37M 1.06%
9,746
-73
37
$2.33M 1.04%
65,409
-542
38
$2.29M 1.02%
14,759
-406
39
$2.16M 0.97%
10,931
-148
40
$2.12M 0.95%
239,091
-1,500
41
$1.9M 0.85%
4,254
-21
42
$1.86M 0.83%
13,876
+493
43
$1.85M 0.83%
19,282
+2
44
$1.8M 0.8%
17,742
-148
45
$1.7M 0.76%
27,328
-50
46
$1.59M 0.71%
5,400
-40
47
$1.59M 0.71%
47,983
48
$1.54M 0.69%
16,623
-100
49
$1.48M 0.66%
18,410
-95
50
$1.48M 0.66%
14,009
+612
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