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
$288M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$208K
3
+$203K
4
VUG icon
Vanguard Growth ETF
VUG
+$82.9K
5
NVDA icon
NVIDIA
NVDA
+$35.6K

Top Sells

1
+$473K
2
+$399K
3
+$229K
4
VZ icon
Verizon
VZ
+$223K
5
TSLA icon
Tesla
TSLA
+$222K

Sector Composition

1 Technology 32.65%
2 Healthcare 24.72%
3 Communication Services 12.87%
4 Industrials 8.44%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 1.22%
+168,905
27
$3.44M 1.2%
13,217
-148
28
$3.35M 1.16%
9,292
-141
29
$3M 1.04%
53,104
-145
30
$2.8M 0.97%
15,748
-97
31
$2.8M 0.97%
5,531
-100
32
$2.79M 0.97%
11,303
-82
33
$2.76M 0.96%
6,199
-250
34
$2.65M 0.92%
26,600
-199
35
$2.62M 0.91%
9,488
+27
36
$2.51M 0.87%
32,165
-298
37
$2.41M 0.84%
43,856
-350
38
$2.37M 0.82%
14,203
-200
39
$2.36M 0.82%
22,925
40
$2.3M 0.8%
14,206
+127
41
$2.27M 0.79%
8,971
-98
42
$2.2M 0.76%
10,350
-99
43
$2.11M 0.73%
62,531
+666
44
$2.03M 0.71%
14,065
-99
45
$1.95M 0.68%
12,831
-100
46
$1.9M 0.66%
16,781
-99
47
$1.88M 0.65%
4,043
-17
48
$1.85M 0.64%
2,073
-40
49
$1.81M 0.63%
14,204
-150
50
$1.78M 0.62%
19,469
-24
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