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
$223M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.82M
3
+$576K
4
NVDA icon
NVIDIA
NVDA
+$240K
5
PLTR icon
Palantir
PLTR
+$236K

Top Sells

1
+$3.12M
2
+$143K
3
+$87.9K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$80.2K
5
EXPD icon
Expeditors International
EXPD
+$78.5K

Sector Composition

1 Technology 32.2%
2 Healthcare 27.47%
3 Industrials 12.42%
4 Financials 9.02%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.68%
27,883
-45
52
$1.45M 0.65%
25,862
+15
53
$1.37M 0.62%
17,623
-36
54
$1.34M 0.6%
24,307
-33
55
$1.31M 0.59%
10,760
56
$1.3M 0.59%
42,685
57
$1.3M 0.58%
14,246
58
$1.23M 0.55%
315,702
59
$1.19M 0.53%
7,168
+2
60
$1.16M 0.52%
5,130
-120
61
$1.1M 0.49%
10,520
+663
62
$1.06M 0.47%
2,003
63
$1.01M 0.45%
7,318
+300
64
$994K 0.45%
6,419
+286
65
$886K 0.4%
14,051
+5
66
$877K 0.39%
21,264
67
$850K 0.38%
3,441
+266
68
$828K 0.37%
8,318
-25
69
$820K 0.37%
12,939
+458
70
$802K 0.36%
25,000
71
$735K 0.33%
44,305
-50
72
$706K 0.32%
10,049
+1
73
$688K 0.31%
2,977
74
$674K 0.3%
17,219
-22
75
$665K 0.3%
14,682
-75
1 2
3
4 5