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
+$223K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$636K
3
+$354K
4
META icon
Meta Platforms (Facebook)
META
+$201K
5
VZ icon
Verizon
VZ
+$31.9K

Top Sells

1
+$707K
2
+$617K
3
+$353K
4
AMGN icon
Amgen
AMGN
+$72K
5
ADI icon
Analog Devices
ADI
+$66.8K

Sector Composition

1 Technology 29.36%
2 Healthcare 24.82%
3 Industrials 13.96%
4 Financials 7.27%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.73%
32,113
-900
52
$1.05M 0.72%
7,653
-29
53
$1.03M 0.71%
14,567
-107
54
$1.03M 0.71%
18,659
-242
55
$1.02M 0.7%
9,813
-50
56
$873K 0.6%
10,873
-25
57
$789K 0.54%
3,677
-7
58
$727K 0.5%
25,430
-397
59
$713K 0.49%
14,143
-344
60
$711K 0.49%
45,395
61
$680K 0.47%
13,195
+14
62
$675K 0.46%
13,533
+18
63
$653K 0.45%
10,700
64
$648K 0.45%
354,908
65
$645K 0.44%
22,114
-119
66
$641K 0.44%
18,803
-113
67
$589K 0.41%
25,000
68
$534K 0.37%
3,182
69
$514K 0.35%
8,024
70
$490K 0.34%
1,830
71
$480K 0.33%
15,250
72
$463K 0.32%
5,235
73
$423K 0.29%
2,541
-49
74
$417K 0.29%
6,913
+528
75
$407K 0.28%
3,395
-50
1 2
3
4