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
$141M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$219K
3
+$211K
4
META icon
Meta Platforms (Facebook)
META
+$145K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$24.1K

Top Sells

1
+$827K
2
+$244K
3
+$204K
4
PNC icon
PNC Financial Services
PNC
+$200K
5
NTAP icon
NetApp
NTAP
+$149K

Sector Composition

1 Technology 29.23%
2 Healthcare 24.7%
3 Industrials 12.49%
4 Consumer Discretionary 8.03%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.75%
33,084
-137
52
$972K 0.69%
49,845
-1,200
53
$941K 0.67%
11,073
-600
54
$879K 0.62%
15,851
-322
55
$874K 0.62%
19,826
56
$858K 0.61%
16,557
-1,530
57
$842K 0.6%
10,113
-60
58
$746K 0.53%
10,191
59
$712K 0.5%
34,147
-3,700
60
$710K 0.5%
29,280
+310
61
$705K 0.5%
1,800
62
$692K 0.49%
24,533
-300
63
$681K 0.48%
13,708
+11
64
$660K 0.47%
19,161
+2
65
$655K 0.46%
11,312
+1
66
$646K 0.46%
359,669
-5,334
67
$611K 0.43%
19,161
68
$610K 0.43%
10,800
69
$585K 0.41%
3,734
70
$563K 0.4%
25,000
71
$542K 0.38%
7,825
-400
72
$487K 0.35%
17,050
73
$427K 0.3%
8,024
74
$418K 0.3%
3,300
75
$375K 0.27%
2,359
-73
1 2
3
4 5