AIA

AIMZ Investment Advisors Portfolio holdings

AUM $319M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.97M
3
+$1.16M
4
TROW icon
T. Rowe Price
TROW
+$334K
5
WRB icon
W.R. Berkley
WRB
+$240K

Top Sells

1
+$725K
2
+$333K
3
+$237K
4
TTD icon
Trade Desk
TTD
+$235K
5
GPN icon
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
$3.62M 1.26%
+30,732
27
$3.58M 1.25%
54,809
-53
28
$3.47M 1.21%
225,957
-617
29
$3.4M 1.19%
9,139
-153
30
$3.29M 1.15%
15,702
-46
31
$3.29M 1.15%
167,780
-1,125
32
$3.23M 1.13%
52,933
-171
33
$3.12M 1.09%
9,488
34
$2.92M 1.02%
5,578
+47
35
$2.73M 0.95%
11,723
+420
36
$2.58M 0.9%
32,068
-97
37
$2.44M 0.85%
22,850
-75
38
$2.42M 0.84%
15,066
+860
39
$2.42M 0.84%
14,563
+498
40
$2.41M 0.84%
26,898
+298
41
$2.41M 0.84%
62,259
-272
42
$2.31M 0.81%
21,306
+10,714
43
$2.29M 0.8%
43,739
-117
44
$2.23M 0.78%
8,972
+1
45
$2.21M 0.77%
16,683
-98
46
$2.09M 0.73%
10,352
+2
47
$2.03M 0.71%
14,553
+350
48
$2.01M 0.7%
4,031
-12
49
$1.97M 0.69%
15,307
+1,103
50
$1.95M 0.68%
13,031
+200
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