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
$155M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$224K
3
+$224K
4
COST icon
Costco
COST
+$209K
5
DELL icon
Dell
DELL
+$206K

Top Sells

1
+$166K
2
+$155K
3
+$150K
4
UNH icon
UnitedHealth
UNH
+$141K
5
MSFT icon
Microsoft
MSFT
+$131K

Sector Composition

1 Technology 29.74%
2 Healthcare 25.08%
3 Industrials 12.26%
4 Consumer Discretionary 7.5%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.81%
14,770
-98
52
$1.01M 0.65%
19,601
-225
53
$994K 0.64%
49,495
-350
54
$910K 0.59%
11,158
+85
55
$901K 0.58%
19,161
56
$888K 0.57%
10,113
57
$863K 0.56%
16,587
+30
58
$823K 0.53%
15,651
-200
59
$801K 0.52%
19,163
+2
60
$766K 0.49%
11,313
+1
61
$730K 0.47%
1,950
+150
62
$724K 0.47%
28,552
-728
63
$704K 0.45%
360,229
+560
64
$694K 0.45%
10,191
65
$693K 0.45%
23,533
-1,000
66
$664K 0.43%
33,197
-950
67
$649K 0.42%
13,721
+13
68
$646K 0.42%
10,700
-100
69
$625K 0.4%
3,734
70
$594K 0.38%
25,000
71
$514K 0.33%
2,848
+489
72
$490K 0.32%
16,750
-300
73
$458K 0.29%
8,024
74
$433K 0.28%
2,687
+350
75
$417K 0.27%
3,300
1 2
3
4 5