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
$293M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$231K
3
+$219K
4
ALL icon
Allstate
ALL
+$209K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$206K

Top Sells

1
+$957K
2
+$226K
3
+$211K
4
SPR icon
Spirit AeroSystems
SPR
+$201K
5
INFY icon
Infosys
INFY
+$160K

Sector Composition

1 Technology 32.34%
2 Healthcare 25.96%
3 Communication Services 11.86%
4 Industrials 8.77%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 1.3%
71,639
+140
27
$3.41M 1.16%
9,433
-215
28
$3.34M 1.14%
6,449
-35
29
$3.29M 1.12%
5,631
-14
30
$3.28M 1.12%
9,461
-39
31
$3.13M 1.07%
15,845
-222
32
$3.08M 1.05%
11,385
-423
33
$3.04M 1.04%
26,799
+76
34
$2.76M 0.94%
53,249
-170
35
$2.53M 0.86%
61,865
-474
36
$2.48M 0.85%
32,463
+3
37
$2.45M 0.84%
14,403
-374
38
$2.4M 0.82%
10,449
-399
39
$2.38M 0.81%
9,069
-149
40
$2.36M 0.81%
14,079
-449
41
$2.3M 0.78%
14,164
+512
42
$2.27M 0.78%
22,925
43
$2.2M 0.75%
12,931
-150
44
$1.92M 0.66%
16,880
-219
45
$1.9M 0.65%
19,493
+1
46
$1.84M 0.63%
4,550
-150
47
$1.84M 0.63%
14,354
-310
48
$1.79M 0.61%
24,929
-645
49
$1.79M 0.61%
88,802
-474
50
$1.79M 0.61%
10,239
-252
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