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
$204M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$215K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$204K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$66.1K

Top Sells

1
+$381K
2
+$208K
3
+$68.3K
4
CI icon
Cigna
CI
+$41.1K
5
AMGN icon
Amgen
AMGN
+$39.3K

Sector Composition

1 Technology 30.52%
2 Healthcare 26.84%
3 Industrials 13.14%
4 Financials 8.64%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.68%
19,790
-12
52
$1.3M 0.64%
42,685
53
$1.25M 0.61%
7,375
54
$1.24M 0.61%
17,659
55
$1.22M 0.6%
14,246
+7
56
$1.17M 0.57%
5,250
57
$1.16M 0.57%
7,166
+1
58
$1.11M 0.54%
10,760
59
$1.04M 0.51%
2,003
60
$1M 0.49%
315,702
-92
61
$996K 0.49%
9,857
+654
62
$955K 0.47%
8,343
-165
63
$923K 0.45%
7,018
+298
64
$902K 0.44%
6,133
+394
65
$823K 0.4%
21,264
-50
66
$803K 0.39%
44,355
-40
67
$784K 0.38%
14,046
-201
68
$758K 0.37%
25,000
69
$757K 0.37%
12,481
+3
70
$726K 0.36%
3,175
+261
71
$667K 0.33%
2,977
72
$625K 0.31%
17,241
-148
73
$615K 0.3%
10,048
+1
74
$577K 0.28%
14,757
-205
75
$572K 0.28%
5,235
1 2
3
4 5