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
$130M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$959K
3
+$677K
4
CELG
Celgene Corp
CELG
+$276K
5
META icon
Meta Platforms (Facebook)
META
+$97.7K

Top Sells

1
+$2.33M
2
+$1.72M
3
+$361K
4
VTRS icon
Viatris
VTRS
+$262K
5
AMZN icon
Amazon
AMZN
+$258K

Sector Composition

1 Technology 28.48%
2 Healthcare 25.86%
3 Industrials 14.46%
4 Financials 7.13%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$989K 0.76%
16,550
-281
52
$918K 0.71%
18,948
-213
53
$858K 0.66%
19,001
-600
54
$850K 0.66%
10,113
55
$825K 0.64%
11,315
+2
56
$796K 0.61%
19,228
+65
57
$727K 0.56%
47,995
-1,500
58
$683K 0.53%
354,896
-5,333
59
$668K 0.52%
14,487
-1,164
60
$663K 0.51%
3,734
61
$627K 0.48%
13,754
-2,833
62
$617K 0.48%
13,153
-568
63
$590K 0.46%
10,191
64
$584K 0.45%
27,096
-1,456
65
$572K 0.44%
23,233
-300
66
$559K 0.43%
10,700
67
$522K 0.4%
1,950
68
$508K 0.39%
25,000
69
$458K 0.35%
2,849
+1
70
$443K 0.34%
15,650
-1,100
71
$420K 0.32%
8,024
72
$390K 0.3%
3,300
73
$365K 0.28%
6,485
-477
74
$359K 0.28%
6,940
75
$350K 0.27%
5,435
+100
1 2
3
4 5