AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$299M
1-Year Est. Return
12.69%
1 Year Est. Return
+12.69%
AUM
$286M
AUM Growth
-$1.43M
(-0.5%)
Holding
130
Top Buys
| 1 | +$3.62M | |
| 2 | +$1.97M | |
| 3 | +$1.16M | |
| 4 |
T. Rowe Price
TROW
|
+$334K |
| 5 |
W.R. Berkley
WRB
|
+$240K |
Top Sells
| 1 | +$725K | |
| 2 | +$333K | |
| 3 | +$237K | |
| 4 |
Trade Desk
TTD
|
+$235K |
| 5 |
Global Payments
GPN
|
+$219K |
Sector Composition
| 1 | Technology | 32.47% |
| 2 | Healthcare | 26.02% |
| 3 | Communication Services | 11.33% |
| 4 | Industrials | 8.65% |
| 5 | Financials | 7.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Globant
GLOB
$2.54B
| $3.62M | 1.26% |
+30,732
|
|
||
27
PayPal
PYPL
$64.4B
| $3.58M | 1.25% |
54,809
-53
|
|
||
28
Teva Pharmaceuticals
TEVA
$22.2B
| $3.47M | 1.21% |
225,957
-617
|
|
||
29
Stryker
SYK
$143B
| $3.4M | 1.19% |
9,139
-153
|
|
||
30
AbbVie
ABBV
$406B
| $3.29M | 1.15% |
15,702
-46
|
|
||
31
Genmab
GMAB
$20.4B
| $3.29M | 1.15% |
167,780
-1,125
|
|
||
32
Bristol-Myers Squibb
BMY
$88.8B
| $3.23M | 1.13% |
52,933
-171
|
|
||
33
Cigna
CI
$79.9B
| $3.12M | 1.09% |
9,488
|
|
||
34
UnitedHealth
UNH
$323B
| $2.92M | 1.02% |
5,578
+47
|
|
||
35
Lowe's Companies
LOW
$137B
| $2.73M | 0.95% |
11,723
+420
|
|
||
36
Dolby
DLB
$6.59B
| $2.58M | 0.9% |
32,068
-97
|
|
||
37
Euronet Worldwide
EEFT
$3.47B
| $2.44M | 0.85% |
22,850
-75
|
|
||
38
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $2.42M | 0.84% |
15,066
+860
|
|
||
39
Johnson & Johnson
JNJ
$465B
| $2.42M | 0.84% |
14,563
+498
|
|
||
40
Merck
MRK
$212B
| $2.41M | 0.84% |
26,898
+298
|
|
||
41
GSK
GSK
$88.3B
| $2.41M | 0.84% |
62,259
-272
|
|
||
42
NVIDIA
NVDA
$4.46T
| $2.31M | 0.81% |
21,306
+10,714
|
|
||
43
Urban Outfitters
URBN
$6B
| $2.29M | 0.8% |
43,739
-117
|
|
||
44
Illinois Tool Works
ITW
$72.7B
| $2.23M | 0.78% |
8,972
+1
|
|
||
45
Abbott
ABT
$224B
| $2.21M | 0.77% |
16,683
-98
|
|
||
46
Analog Devices
ADI
$119B
| $2.09M | 0.73% |
10,352
+2
|
|
||
47
Oracle
ORCL
$830B
| $2.03M | 0.71% |
14,553
+350
|
|
||
48
Teledyne Technologies
TDY
$26.4B
| $2.01M | 0.7% |
4,031
-12
|
|
||
49
Vanguard High Dividend Yield ETF
VYM
$64.9B
| $1.97M | 0.69% |
15,307
+1,103
|
|
||
50
PepsiCo
PEP
$210B
| $1.95M | 0.68% |
13,031
+200
|
|