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
$109M
AUM Growth
-$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.32M
3
+$583K
4
PYPL icon
PayPal
PYPL
+$324K
5
NFLX icon
Netflix
NFLX
+$209K

Top Sells

1
+$351K
2
+$313K
3
+$276K
4
HPQ icon
HP
HPQ
+$255K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$245K

Sector Composition

1 Technology 28.26%
2 Healthcare 21.23%
3 Industrials 12.24%
4 Consumer Discretionary 11.31%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$804K 0.74%
10,470
-434
52
$781K 0.72%
10,585
+80
53
$777K 0.71%
17,593
+3
54
$762K 0.7%
30,964
55
$718K 0.66%
19,874
56
$663K 0.61%
8,560
-815
57
$646K 0.59%
7,766
-214
58
$630K 0.58%
10,058
+64
59
$592K 0.54%
18,000
60
$583K 0.54%
+8,382
61
$566K 0.52%
18,988
+2
62
$560K 0.51%
33,800
63
$545K 0.5%
11,572
+315
64
$538K 0.49%
22,275
+6
65
$465K 0.43%
5,378
+1
66
$457K 0.42%
3,783
+263
67
$450K 0.41%
3,300
68
$439K 0.4%
4,445
+150
69
$430K 0.4%
9,075
70
$428K 0.39%
14,794
-1,000
71
$427K 0.39%
4,334
+150
72
$420K 0.39%
13,923
+17
73
$411K 0.38%
9,632
+31
74
$404K 0.37%
19,918
75
$384K 0.35%
6,940
-30
1 2
3
4 5