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
$222M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.9M
3
+$1.74M
4
BMY icon
Bristol-Myers Squibb
BMY
+$609K
5
VTV icon
Vanguard Value ETF
VTV
+$323K

Top Sells

1
+$5.42M
2
+$173K
3
+$162K
4
MSFT icon
Microsoft
MSFT
+$162K
5
TROW icon
T. Rowe Price
TROW
+$149K

Sector Composition

1 Technology 32.38%
2 Healthcare 28.32%
3 Industrials 11.46%
4 Financials 8.63%
5 Consumer Discretionary 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.66%
27,888
+5
52
$1.44M 0.65%
10,760
53
$1.38M 0.62%
42,685
54
$1.37M 0.62%
25,728
-134
55
$1.37M 0.62%
13,267
+2,747
56
$1.35M 0.61%
305,904
-9,798
57
$1.34M 0.61%
7,375
58
$1.33M 0.6%
27,483
-930
59
$1.33M 0.6%
5,130
60
$1.31M 0.59%
9,704
+2,386
61
$1.27M 0.57%
8,253
+1,834
62
$1.22M 0.55%
2,003
63
$1.17M 0.53%
14,246
64
$1.13M 0.51%
23,939
-368
65
$1.13M 0.51%
4,558
+1,117
66
$1.05M 0.47%
7,170
+2
67
$898K 0.41%
21,164
-100
68
$824K 0.37%
14,009
-42
69
$797K 0.36%
13,074
+135
70
$796K 0.36%
8,318
71
$792K 0.36%
25,000
72
$747K 0.34%
17,362
+143
73
$718K 0.32%
2,977
74
$694K 0.31%
9,963
-86
75
$681K 0.31%
14,682
1 2
3
4 5