AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$319M
1-Year Est. Return
14.58%
1 Year Est. Return
+14.58%
AUM
$319M
AUM Growth
+$20M
(+6.7%)
Holding
131
Top Buys
| 1 | +$2.5M | |
| 2 | +$529K | |
| 3 | +$454K | |
| 4 |
Vanguard Value ETF
VTV
|
+$445K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$434K |
Top Sells
| 1 | +$641K | |
| 2 | +$481K | |
| 3 | +$458K | |
| 4 |
iShares Core High Dividend ETF
HDV
|
+$209K |
| 5 |
Texas Instruments
TXN
|
+$202K |
Sector Composition
| 1 | Technology | 32.89% |
| 2 | Healthcare | 23.99% |
| 3 | Communication Services | 13.57% |
| 4 | Industrials | 8.41% |
| 5 | Financials | 7.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Euronet Worldwide
EEFT
$3.15B
| $2.01M | 0.63% |
22,850
|
|
||
52
Protolabs
PRLB
$1.21B
| $2M | 0.63% |
40,028
-875
|
|
||
53
Emerson Electric
EMR
$75.8B
| $1.9M | 0.6% |
14,465
-23
|
|
||
54
PepsiCo
PEP
$202B
| $1.82M | 0.57% |
12,936
-62
|
|
||
55
Home Depot
HD
$356B
| $1.8M | 0.57% |
4,450
|
|
||
56
Franklin Resources
BEN
$12B
| $1.79M | 0.56% |
77,553
-2,449
|
|
||
|
57
Vanguard Health Care ETF
VHT
$17.3B
| $1.78M | 0.56% |
6,863
+1,671
|
|
||
58
Globant
GLOB
$3.06B
| $1.74M | 0.55% |
30,407
-175
|
|
||
59
Novartis
NVS
$257B
| $1.71M | 0.54% |
13,328
|
|
||
60
Medtronic
MDT
$131B
| $1.69M | 0.53% |
17,722
+5
|
|
||
61
Coca-Cola
KO
$305B
| $1.63M | 0.51% |
24,582
+5
|
|
||
62
Starbucks
SBUX
$99.1B
| $1.56M | 0.49% |
18,420
-299
|
|
||
63
Amdocs
DOX
$8.28B
| $1.49M | 0.47% |
18,143
+3
|
|
||
64
S&P Global
SPGI
$151B
| $1.46M | 0.46% |
2,996
|
|
||
65
Exxon Mobil
XOM
$497B
| $1.46M | 0.46% |
12,929
-72
|
|
||
66
Amazon
AMZN
$2.48T
| $1.27M | 0.4% |
5,805
-19
|
|
||
67
Tesla
TSLA
$1.49T
| $1.22M | 0.38% |
2,753
-119
|
|
||
68
Invesco FTSE RAFI US 1000 ETF
PRF
$8.54B
| $1.13M | 0.35% |
25,000
|
|
||
69
Palantir
PLTR
$420B
| $1.11M | 0.35% |
6,100
|
|
||
70
KLA
KLAC
$159B
| $1.09M | 0.34% |
1,007
|
|
||
71
Vanguard Growth ETF
VUG
$202B
| $1.04M | 0.33% |
2,178
+1,102
|
|
||
72
Intel
INTC
$209B
| $1M | 0.31% |
29,812
-1,376
|
|
||
73
Wells Fargo
WFC
$280B
| $962K | 0.3% |
11,472
|
|
||
74
JPMorgan Chase
JPM
$850B
| $913K | 0.29% |
2,893
|
|
||
75
Bank of America
BAC
$395B
| $910K | 0.29% |
17,642
|
|