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
+$332K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$665K
3
+$202K
4
META icon
Meta Platforms (Facebook)
META
+$88.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$31.7K

Top Sells

1
+$687K
2
+$239K
3
+$212K
4
CHKP icon
Check Point Software Technologies
CHKP
+$145K
5
MSFT icon
Microsoft
MSFT
+$130K

Sector Composition

1 Technology 29.21%
2 Healthcare 23.2%
3 Industrials 12.82%
4 Consumer Staples 7.3%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$914K 0.77%
16,494
52
$888K 0.75%
9,197
+147
53
$823K 0.69%
11,773
54
$822K 0.69%
28,838
-1,069
55
$820K 0.69%
7,972
+124
56
$762K 0.64%
+13,994
57
$744K 0.63%
9,516
-160
58
$738K 0.62%
378,275
-3,736
59
$704K 0.59%
11,516
-52
60
$661K 0.56%
17,100
-600
61
$619K 0.52%
13,225
-459
62
$617K 0.52%
19,369
-337
63
$573K 0.48%
23,608
64
$572K 0.48%
3,734
65
$568K 0.48%
11,357
+156
66
$546K 0.46%
10,173
67
$517K 0.43%
25,000
68
$503K 0.42%
19,493
69
$502K 0.42%
10,800
70
$484K 0.41%
3,742
71
$472K 0.4%
43,622
-150
72
$467K 0.39%
13,850
+15
73
$456K 0.38%
8,575
-200
74
$420K 0.35%
3,795
-200
75
$417K 0.35%
3,300
1 2
3
4 5