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
$119M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$557K
3
+$307K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$262K
5
EA icon
Electronic Arts
EA
+$224K

Top Sells

1
+$237K
2
+$213K
3
+$197K
4
CHKP icon
Check Point Software Technologies
CHKP
+$172K
5
CTAS icon
Cintas
CTAS
+$158K

Sector Composition

1 Technology 29.64%
2 Healthcare 21.57%
3 Industrials 13.28%
4 Consumer Discretionary 7.99%
5 Consumer Staples 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$884K 0.75%
19,826
52
$863K 0.73%
9,050
+163
53
$843K 0.71%
43,885
54
$836K 0.71%
54,845
-1,500
55
$800K 0.67%
7,848
+956
56
$751K 0.63%
9,676
+1,200
57
$733K 0.62%
382,011
-15,930
58
$731K 0.62%
43,772
-600
59
$705K 0.59%
13,684
60
$701K 0.59%
11,568
+1
61
$687K 0.58%
14,794
62
$662K 0.56%
17,700
63
$640K 0.54%
19,706
+4
64
$557K 0.47%
23,608
-200
65
$536K 0.45%
11,201
+1,712
66
$534K 0.45%
3,742
67
$512K 0.43%
25,000
68
$499K 0.42%
13,835
+15
69
$484K 0.41%
3,734
70
$463K 0.39%
8,775
71
$461K 0.39%
19,493
72
$458K 0.39%
10,800
73
$441K 0.37%
3,300
74
$438K 0.37%
10,173
75
$429K 0.36%
3,995
1 2
3
4