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
$257M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.51M
3
+$584K
4
EBS icon
Emergent Biosolutions
EBS
+$557K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$531K

Top Sells

1
+$215K
2
+$204K
3
+$154K
4
IBM icon
IBM
IBM
+$136K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$76.6K

Sector Composition

1 Technology 32.7%
2 Healthcare 27.96%
3 Industrials 12.86%
4 Financials 7.54%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.67%
28,897
+1,009
52
$1.68M 0.65%
11,406
+1,702
53
$1.66M 0.64%
7,725
+350
54
$1.59M 0.62%
9,254
+1,001
55
$1.56M 0.61%
10,760
56
$1.55M 0.6%
20,671
+902
57
$1.51M 0.59%
16,294
+602
58
$1.51M 0.59%
17,373
-200
59
$1.48M 0.58%
303,906
-1,998
60
$1.48M 0.58%
5,550
+992
61
$1.47M 0.57%
50,097
-1,500
62
$1.39M 0.54%
26,946
+1,218
63
$1.26M 0.49%
14,446
+200
64
$1.22M 0.47%
44,185
+1,500
65
$1.19M 0.46%
1,978
-25
66
$1.19M 0.46%
13,562
+3,695
67
$1.18M 0.46%
23,942
+3
68
$1.17M 0.46%
8,318
69
$1.14M 0.44%
7,650
+480
70
$1.02M 0.4%
17,365
+3
71
$933K 0.36%
20,964
-200
72
$894K 0.35%
14,614
+605
73
$859K 0.33%
25,000
74
$798K 0.31%
2,977
75
$725K 0.28%
11,824
-1,250
1 2
3
4 5