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
$138M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.99M
3
+$374K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$360K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$276K

Top Sells

1
+$286K
2
+$231K
3
+$210K
4
ADP icon
Automatic Data Processing
ADP
+$203K
5
AABA
Altaba Inc
AABA
+$143K

Sector Composition

1 Technology 29.04%
2 Healthcare 24.45%
3 Industrials 13.14%
4 Consumer Discretionary 7.47%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.8%
11,673
52
$1.1M 0.8%
14,815
-97
53
$983K 0.71%
18,087
+3,685
54
$907K 0.66%
19,826
55
$848K 0.62%
16,173
-11
56
$827K 0.6%
12,775
57
$780K 0.57%
28,970
58
$772K 0.56%
10,173
59
$755K 0.55%
10,191
-1,936
60
$745K 0.54%
24,833
+1,525
61
$713K 0.52%
13,697
+13
62
$706K 0.51%
365,003
-2,072
63
$697K 0.51%
51,045
-1,050
64
$645K 0.47%
19,159
-109
65
$588K 0.43%
11,311
-104
66
$586K 0.43%
19,161
67
$584K 0.42%
3,734
68
$560K 0.41%
10,800
69
$555K 0.4%
37,847
-1,100
70
$551K 0.4%
25,000
71
$532K 0.39%
1,800
72
$525K 0.38%
8,225
-100
73
$482K 0.35%
17,050
74
$417K 0.3%
8,024
75
$408K 0.3%
10,138
1 2
3
4 5