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
$146M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$223K
3
+$221K
4
COST icon
Costco
COST
+$216K
5
AMZN icon
Amazon
AMZN
+$212K

Top Sells

1
+$98K
2
+$84K
3
+$78.8K
4
ADBE icon
Adobe
ADBE
+$53.3K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$52.9K

Sector Composition

1 Technology 29.37%
2 Healthcare 24.47%
3 Industrials 14.29%
4 Financials 6.98%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.75%
10,358
-800
52
$1.07M 0.73%
9,919
-910
53
$1.04M 0.71%
10,013
-100
54
$1.02M 0.7%
19,001
55
$928K 0.64%
18,948
56
$865K 0.59%
10,897
-418
57
$764K 0.52%
45,395
-2,600
58
$762K 0.52%
18,914
-314
59
$755K 0.52%
10,191
60
$707K 0.49%
13,166
+13
61
$706K 0.48%
354,908
+12
62
$700K 0.48%
3,684
-50
63
$700K 0.48%
14,487
64
$688K 0.47%
1,930
-20
65
$676K 0.46%
13,483
-271
66
$642K 0.44%
27,096
67
$630K 0.43%
10,700
68
$613K 0.42%
22,233
-1,000
69
$567K 0.39%
25,000
70
$497K 0.34%
15,650
71
$497K 0.34%
2,881
+32
72
$472K 0.32%
8,024
73
$455K 0.31%
3,300
74
$405K 0.28%
2,589
75
$401K 0.28%
6,840
-100
1 2
3
4