AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$299M
This Quarter Return
+5.51%
1 Year Return
+12.69%
3 Year Return
+66.69%
5 Year Return
+124.55%
10 Year Return
+294.34%
AUM
$119M
AUM Growth
+$119M
(+6%)
Cap. Flow
+$1.54M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
29.24%
Holding
99
New
5
Increased
20
Reduced
38
Closed
–
Top Buys
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.21M |
| 2 |
Infosys
INFY
|
$557K |
| 3 |
Vanguard Health Care ETF
VHT
|
$307K |
| 4 |
Teva Pharmaceuticals
TEVA
|
$262K |
| 5 |
Electronic Arts
EA
|
$224K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$237K |
| 2 |
Microsoft
MSFT
|
$213K |
| 3 |
Analog Devices
ADI
|
$197K |
| 4 |
Check Point Software Technologies
CHKP
|
$172K |
| 5 |
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% |
