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
$133M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$217K
3
+$215K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$214K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$207K

Top Sells

1
+$327K
2
+$207K
3
+$103K
4
DO
Diamond Offshore Drilling
DO
+$76.7K
5
CI icon
Cigna
CI
+$76.1K

Sector Composition

1 Technology 29.51%
2 Healthcare 21.68%
3 Industrials 13.75%
4 Consumer Discretionary 7.78%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$982K 0.74%
16,184
-310
52
$937K 0.7%
19,826
53
$851K 0.64%
28,970
+926
54
$847K 0.64%
12,127
-1,473
55
$788K 0.59%
14,402
+1,189
56
$753K 0.57%
367,075
-9,066
57
$749K 0.56%
10,173
58
$724K 0.54%
38,947
-4,125
59
$707K 0.53%
52,095
-900
60
$688K 0.52%
23,308
-300
61
$662K 0.5%
19,268
-103
62
$660K 0.5%
12,775
-450
63
$643K 0.48%
3,734
64
$632K 0.48%
13,684
-182
65
$613K 0.46%
11,415
-104
66
$570K 0.43%
19,161
-332
67
$569K 0.43%
10,800
68
$568K 0.43%
25,000
69
$555K 0.42%
8,325
-50
70
$528K 0.4%
17,050
-50
71
$438K 0.33%
3,300
72
$424K 0.32%
8,024
73
$410K 0.31%
3,445
-150
74
$404K 0.3%
3,224
75
$383K 0.29%
10,138
1 2
3
4 5