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
$268M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$1.33M
3
+$477K
4
META icon
Meta Platforms (Facebook)
META
+$280K
5
DELL icon
Dell
DELL
+$250K

Top Sells

1
+$625K
2
+$369K
3
+$276K
4
HD icon
Home Depot
HD
+$269K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$260K

Sector Composition

1 Technology 30.35%
2 Healthcare 27.03%
3 Communication Services 11.9%
4 Industrials 9.13%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.23%
43,460
-596
27
$3.29M 1.23%
232,924
-100
28
$3.27M 1.22%
6,484
-15
29
$3.04M 1.13%
50,519
-1,798
30
$3.01M 1.12%
11,807
-998
31
$2.93M 1.09%
16,064
-296
32
$2.85M 1.06%
52,620
+105
33
$2.8M 1.04%
5,659
-330
34
$2.72M 1.01%
32,458
-797
35
$2.7M 1.01%
62,932
-1,195
36
$2.54M 0.95%
90,455
-1,480
37
$2.52M 0.94%
22,925
38
$2.47M 0.92%
9,216
-399
39
$2.29M 0.85%
13,081
40
$2.22M 0.83%
14,050
-499
41
$2.21M 0.82%
14,182
+5
42
$2.15M 0.8%
10,846
+1
43
$1.99M 0.74%
15,823
-200
44
$1.95M 0.73%
44,956
-1,200
45
$1.94M 0.72%
17,097
-299
46
$1.8M 0.67%
4,700
-700
47
$1.76M 0.66%
4,091
-107
48
$1.75M 0.65%
39,722
+1,007
49
$1.73M 0.65%
14,320
50
$1.7M 0.63%
47,473
-75
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