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
$279M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.08M
3
+$282K
4
AVGO icon
Broadcom
AVGO
+$207K
5
NVDA icon
NVIDIA
NVDA
+$75.4K

Top Sells

1
+$491K
2
+$453K
3
+$371K
4
QCOM icon
Qualcomm
QCOM
+$323K
5
META icon
Meta Platforms (Facebook)
META
+$264K

Sector Composition

1 Technology 32.95%
2 Healthcare 25.96%
3 Communication Services 12.42%
4 Industrials 8.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.19%
26,723
-720
27
$3.28M 1.18%
9,648
-24
28
$3.24M 1.16%
18,720
-262
29
$3.23M 1.16%
55,612
-450
30
$3.14M 1.13%
9,500
-465
31
$2.87M 1.03%
5,645
-14
32
$2.76M 0.99%
16,067
+3
33
$2.6M 0.93%
11,808
+1
34
$2.57M 0.92%
32,460
+2
35
$2.48M 0.89%
10,848
+2
36
$2.4M 0.86%
62,339
-593
37
$2.37M 0.85%
22,925
38
$2.22M 0.8%
53,419
+799
39
$2.19M 0.78%
14,528
+346
40
$2.18M 0.78%
9,218
+2
41
$2.16M 0.77%
13,081
42
$2.09M 0.75%
14,777
-1,046
43
$2M 0.72%
89,276
-1,179
44
$2M 0.72%
13,652
-398
45
$1.8M 0.65%
43,956
-1,000
46
$1.78M 0.64%
17,099
+2
47
$1.74M 0.62%
14,664
+344
48
$1.68M 0.6%
10,491
+315
49
$1.64M 0.59%
8,974
+176
50
$1.63M 0.58%
25,574
+5
1
2
3 4 5