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
$117M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$284K
3
+$267K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$218K
5
TRV icon
Travelers Companies
TRV
+$210K

Top Sells

1
+$142K
2
+$92.8K
3
+$82K
4
LOW icon
Lowe's Companies
LOW
+$70.4K
5
KO icon
Coca-Cola
KO
+$60.8K

Sector Composition

1 Technology 28.52%
2 Healthcare 21.6%
3 Industrials 12.39%
4 Consumer Discretionary 12.08%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$805K 0.69%
6,970
-120
52
$764K 0.65%
30,964
+662
53
$741K 0.63%
8,851
+13
54
$733K 0.63%
7,980
+1
55
$702K 0.6%
15,794
56
$618K 0.53%
18,732
+529
57
$617K 0.53%
33,800
58
$615K 0.53%
11,207
+734
59
$606K 0.52%
19,326
+215
60
$602K 0.52%
24,801
-475
61
$569K 0.49%
22,262
+182
62
$541K 0.46%
9,075
+300
63
$540K 0.46%
9,100
-200
64
$540K 0.46%
9,525
65
$539K 0.46%
5,208
-150
66
$519K 0.44%
7,594
67
$486K 0.42%
3,300
68
$434K 0.37%
13,892
+1,813
69
$423K 0.36%
4,030
+137
70
$416K 0.36%
4,295
71
$415K 0.36%
3,489
+1,098
72
$408K 0.35%
4,184
-85
73
$399K 0.34%
19,918
74
$367K 0.31%
7,545
+800
75
$340K 0.29%
5,275
+100
1 2
3
4