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
$191M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$383K
3
+$326K
4
SRE icon
Sempra
SRE
+$313K
5
AAPL icon
Apple
AAPL
+$311K

Top Sells

1
+$93.7K
2
+$90.3K
3
+$48.3K
4
UNH icon
UnitedHealth
UNH
+$47K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$46.4K

Sector Composition

1 Technology 32.81%
2 Healthcare 25.43%
3 Industrials 13.43%
4 Financials 8.22%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.62%
28,413
52
$1.14M 0.6%
17,659
53
$1.08M 0.57%
2,003
+323
54
$1.05M 0.55%
7,165
+1
55
$991K 0.52%
24,362
56
$943K 0.49%
10,760
57
$919K 0.48%
8,508
58
$892K 0.47%
315,794
59
$844K 0.44%
42,685
60
$842K 0.44%
9,203
61
$812K 0.43%
10,410
+2
62
$810K 0.42%
5,739
+181
63
$810K 0.42%
44,395
64
$799K 0.42%
6,720
+52
65
$728K 0.38%
12,478
-278
66
$666K 0.35%
25,000
67
$652K 0.34%
2,914
+23
68
$646K 0.34%
21,314
69
$640K 0.34%
17,389
-794
70
$639K 0.33%
2,977
71
$593K 0.31%
3,640
+1,260
72
$587K 0.31%
14,247
+211
73
$560K 0.29%
5,235
74
$556K 0.29%
25,606
+772
75
$545K 0.29%
8,024
1 2
3
4 5