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
$233M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$415K
3
+$236K
4
VUG icon
Vanguard Growth ETF
VUG
+$213K
5
AFL icon
Aflac
AFL
+$210K

Top Sells

1
+$1.52M
2
+$115K
3
+$89.5K
4
ORCL icon
Oracle
ORCL
+$71.5K
5
META icon
Meta Platforms (Facebook)
META
+$34.4K

Sector Composition

1 Technology 31.47%
2 Healthcare 29.08%
3 Industrials 10.48%
4 Financials 7.63%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.28%
10,621
+1
27
$2.96M 1.27%
13,102
-48
28
$2.9M 1.25%
6,043
+1
29
$2.81M 1.21%
33,551
+2
30
$2.77M 1.19%
52,914
+9
31
$2.64M 1.13%
19,702
+4
32
$2.52M 1.08%
94,343
-180
33
$2.45M 1.05%
13,231
34
$2.44M 1.05%
14,746
-13
35
$2.43M 1.05%
9,722
-24
36
$2.33M 1%
65,415
+6
37
$2.26M 0.97%
16,763
+3
38
$2.21M 0.95%
77,430
+3,921
39
$2.11M 0.91%
10,842
-89
40
$1.94M 0.84%
14,049
+173
41
$1.93M 0.83%
17,743
+1
42
$1.91M 0.82%
16,023
-600
43
$1.91M 0.82%
19,284
+2
44
$1.8M 0.77%
239,391
+300
45
$1.75M 0.75%
4,247
-7
46
$1.68M 0.72%
5,400
47
$1.67M 0.72%
47,858
-125
48
$1.65M 0.71%
27,333
+5
49
$1.62M 0.7%
18,414
+4
50
$1.58M 0.68%
47,606
1
2
3 4 5