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
$247M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$280K
3
+$243K
4
TROW icon
T. Rowe Price
TROW
+$241K
5
ALL icon
Allstate
ALL
+$224K

Top Sells

1
+$894K
2
+$517K
3
+$408K
4
AAPL icon
Apple
AAPL
+$372K
5
VMW
VMware, Inc
VMW
+$213K

Sector Composition

1 Technology 32.39%
2 Healthcare 28.23%
3 Industrials 10.07%
4 Communication Services 7.65%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 1.22%
10,047
-156
27
$3M 1.21%
10,010
-575
28
$2.87M 1.16%
33,255
-98
29
$2.85M 1.15%
12,805
-199
30
$2.75M 1.11%
52,317
-300
31
$2.74M 1.11%
91,935
-1,977
32
$2.69M 1.09%
52,515
+2,004
33
$2.54M 1.03%
16,360
-307
34
$2.52M 1.02%
9,615
-9
35
$2.43M 0.99%
233,024
-5,651
36
$2.38M 0.96%
64,127
-554
37
$2.33M 0.94%
+22,925
38
$2.28M 0.92%
14,549
-99
39
$2.22M 0.9%
13,081
40
$2.15M 0.87%
10,845
+1
41
$2.06M 0.83%
14,177
-74
42
$1.95M 0.79%
38,715
-495
43
$1.91M 0.78%
17,396
-198
44
$1.87M 0.76%
4,198
-49
45
$1.87M 0.76%
5,400
46
$1.85M 0.75%
47,548
-151
47
$1.69M 0.68%
16,023
48
$1.66M 0.67%
18,924
-212
49
$1.65M 0.67%
46,156
-1,150
50
$1.6M 0.65%
14,320
+176
1
2
3 4 5