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
$243M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$516K
3
+$360K
4
COP icon
ConocoPhillips
COP
+$256K
5
GILD icon
Gilead Sciences
GILD
+$251K

Top Sells

1
+$526K
2
+$320K
3
+$277K
4
MRVL icon
Marvell Technology
MRVL
+$265K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$237K

Sector Composition

1 Technology 31.55%
2 Healthcare 29.68%
3 Industrials 12.36%
4 Financials 6.9%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.66%
14,227
-1,093
52
$1.57M 0.65%
7,325
-400
53
$1.54M 0.63%
15,697
-597
54
$1.53M 0.63%
10,339
-1,067
55
$1.5M 0.62%
10,760
56
$1.45M 0.59%
23,897
-45
57
$1.44M 0.59%
17,373
58
$1.41M 0.58%
27,335
-148
59
$1.34M 0.55%
8,254
-1,000
60
$1.33M 0.55%
8,318
61
$1.3M 0.53%
5,115
-435
62
$1.25M 0.52%
49,897
-200
63
$1.24M 0.51%
14,170
-276
64
$1.17M 0.48%
303,942
+36
65
$1.16M 0.47%
13,984
-630
66
$1.09M 0.45%
9,427
-300
67
$1.08M 0.44%
42,685
-1,500
68
$899K 0.37%
17,368
+3
69
$893K 0.37%
7,174
-476
70
$864K 0.36%
20,964
71
$854K 0.35%
25,000
72
$841K 0.35%
40,205
-100
73
$741K 0.3%
1,978
74
$736K 0.3%
2,977
75
$708K 0.29%
9,867
-3,695
1 2
3
4 5