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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4M
3
+$3.96M
4
QCOM icon
Qualcomm
QCOM
+$3.77M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$3.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.15%
2 Healthcare 20%
3 Industrials 13.1%
4 Consumer Discretionary 11.13%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$769K 0.69%
+30,302
52
$751K 0.67%
+7,150
53
$747K 0.67%
+8,838
54
$714K 0.64%
+7,979
55
$657K 0.59%
+22,080
56
$647K 0.58%
+19,111
57
$618K 0.55%
+33,800
58
$597K 0.53%
+25,276
59
$587K 0.52%
+8,775
60
$567K 0.51%
+10,473
61
$538K 0.48%
+18,203
62
$524K 0.47%
+9,300
63
$522K 0.47%
+7,594
64
$510K 0.45%
+9,525
65
$477K 0.43%
+4,295
66
$477K 0.43%
+5,358
67
$440K 0.39%
+3,300
68
$438K 0.39%
+12,079
69
$437K 0.39%
+3,893
70
$400K 0.36%
+4,269
71
$390K 0.35%
+19,918
72
$368K 0.33%
+10,800
73
$358K 0.32%
+20,008
74
$316K 0.28%
+6,745
75
$315K 0.28%
+5,100
1 2
3
4