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
$145M
AUM Growth
-$686K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$553K
2
+$352K
3
+$241K
4
META icon
Meta Platforms (Facebook)
META
+$217K
5
V icon
Visa
V
+$213K

Top Sells

1
+$928K
2
+$455K
3
+$202K
4
DELL icon
Dell
DELL
+$202K
5
NVS icon
Novartis
NVS
+$157K

Sector Composition

1 Technology 30.35%
2 Healthcare 23.42%
3 Industrials 14.29%
4 Financials 7.64%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.76%
16,557
+4
52
$1.09M 0.75%
9,853
-66
53
$1.09M 0.75%
10,158
-200
54
$1.08M 0.74%
18,901
-100
55
$903K 0.62%
45,395
56
$872K 0.6%
10,898
+1
57
$777K 0.54%
18,916
+2
58
$768K 0.53%
354,908
59
$765K 0.53%
3,684
60
$707K 0.49%
10,191
61
$689K 0.48%
13,515
+32
62
$686K 0.47%
14,487
63
$672K 0.46%
1,830
-100
64
$654K 0.45%
25,827
-1,269
65
$645K 0.44%
22,233
66
$631K 0.44%
13,181
+15
67
$583K 0.4%
25,000
68
$579K 0.4%
10,700
69
$554K 0.38%
3,182
+301
70
$495K 0.34%
8,024
71
$473K 0.33%
15,250
-400
72
$439K 0.3%
5,235
73
$423K 0.29%
2,590
+1
74
$401K 0.28%
10,140
+1
75
$365K 0.25%
6,385
1 2
3
4 5