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
$167M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$664K
3
+$234K
4
DELL icon
Dell
DELL
+$220K
5
DIS icon
Walt Disney
DIS
+$211K

Top Sells

1
+$433K
2
+$306K
3
+$209K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$167K
5
VTV icon
Vanguard Value ETF
VTV
+$160K

Sector Composition

1 Technology 31.93%
2 Healthcare 27.31%
3 Industrials 13.72%
4 Financials 7.64%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$959K 0.57%
7,164
-45
52
$840K 0.5%
1,680
53
$824K 0.49%
10,408
+1
54
$788K 0.47%
10,760
55
$777K 0.47%
8,508
56
$745K 0.45%
9,203
-2,057
57
$742K 0.44%
315,794
-12,532
58
$721K 0.43%
5,040
-300
59
$715K 0.43%
5,558
-2,375
60
$697K 0.42%
6,668
-1,526
61
$653K 0.39%
2,977
62
$644K 0.39%
12,756
+20
63
$633K 0.38%
18,183
+4
64
$590K 0.35%
2,891
-39
65
$569K 0.34%
25,000
66
$566K 0.34%
44,395
-700
67
$557K 0.33%
42,685
68
$535K 0.32%
24,834
69
$523K 0.31%
10,046
+1
70
$513K 0.31%
21,314
71
$511K 0.31%
28,413
-400
72
$511K 0.31%
8,024
+24
73
$482K 0.29%
14,036
+6
74
$451K 0.27%
24,362
-850
75
$450K 0.27%
5,235
1 2
3
4 5