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
$227M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.89M
3
+$3.57M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$3.49M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.24M

Top Sells

1
+$205K
2
+$202K
3
+$42.7K
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$17.7K
5
WFM
Whole Foods Market Inc
WFM
+$17.5K

Sector Composition

1 Technology 28.85%
2 Healthcare 21.24%
3 Industrials 12.87%
4 Consumer Discretionary 11.5%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.74%
39,950
+20,076
52
$1.65M 0.73%
60,799
+30,221
53
$1.54M 0.68%
19,068
+8,869
54
$1.47M 0.65%
17,654
+7,768
55
$1.35M 0.59%
34,504
-290
56
$1.29M 0.57%
14,391
+7,963
57
$1.28M 0.57%
35,800
+17,800
58
$1.25M 0.55%
30,588
+15,794
59
$1.21M 0.53%
67,600
+33,800
60
$1.2M 0.53%
22,782
+11,209
61
$1.18M 0.52%
45,268
+22,986
62
$1.18M 0.52%
38,552
+19,562
63
$1.15M 0.51%
16,770
+7,779
64
$1.01M 0.44%
7,369
+3,613
65
$1M 0.44%
6,600
+3,300
66
$976K 0.43%
18,050
+8,975
67
$957K 0.42%
18,096
+9,421
68
$922K 0.41%
12,546
+4,258
69
$902K 0.4%
8,118
+4,184
70
$885K 0.39%
27,844
+13,908
71
$874K 0.38%
8,640
+4,295
72
$851K 0.37%
20,876
+10,438
73
$806K 0.35%
39,836
+19,918
74
$805K 0.35%
6,970
+2,845
75
$779K 0.34%
7,760
+3,830
1 2
3
4 5