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
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.22M
3
+$84.4K

Top Sells

1
+$4.41M
2
+$3.87M
3
+$3.09M
4
MSFT icon
Microsoft
MSFT
+$3.06M
5
AMGN icon
Amgen
AMGN
+$3.04M

Sector Composition

1 Technology 27.85%
2 Healthcare 22.36%
3 Industrials 13.66%
4 Consumer Discretionary 9.6%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$816K 0.75%
19,926
-20,024
52
$813K 0.75%
17,178
-17,220
53
$802K 0.74%
20,405
-20,746
54
$745K 0.68%
62,545
-68,638
55
$714K 0.66%
8,575
-10,493
56
$698K 0.64%
8,216
-9,438
57
$672K 0.62%
17,800
-18,000
58
$660K 0.61%
19,765
-18,787
59
$639K 0.59%
11,624
-11,158
60
$610K 0.56%
22,463
-22,805
61
$606K 0.56%
8,476
-8,294
62
$573K 0.53%
3,797
-3,572
63
$572K 0.52%
6,416
-7,975
64
$556K 0.51%
14,794
-15,794
65
$546K 0.5%
3,300
-3,300
66
$485K 0.44%
8,775
-9,275
67
$458K 0.42%
13,969
-13,875
68
$457K 0.42%
4,245
-4,395
69
$453K 0.42%
25,000
-42,600
70
$449K 0.41%
3,734
-4,384
71
$447K 0.41%
13,684
72
$410K 0.38%
7,346
-7,545
73
$401K 0.37%
19,918
-19,918
74
$391K 0.36%
3,730
-4,030
75
$374K 0.34%
5,087
-5,519
1 2
3
4 5