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
$209M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.09M
3
+$72.1K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$43.6K
5
PRLB icon
Protolabs
PRLB
+$33.5K

Top Sells

1
+$4.05M
2
+$327K
3
+$299K
4
DIS icon
Walt Disney
DIS
+$221K
5
AFL icon
Aflac
AFL
+$214K

Sector Composition

1 Healthcare 30.84%
2 Technology 29.7%
3 Industrials 13.23%
4 Financials 7.72%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.64%
7,325
52
$1.31M 0.63%
9,958
-381
53
$1.28M 0.61%
8,193
-125
54
$1.25M 0.6%
15,665
-32
55
$1.21M 0.58%
17,373
56
$1.2M 0.57%
14,170
57
$1.2M 0.57%
13,949
-35
58
$1.18M 0.57%
8,254
59
$1.18M 0.57%
10,860
+100
60
$1.15M 0.55%
5,130
61
$1.12M 0.54%
27,335
62
$1.11M 0.53%
4,719
-396
63
$931K 0.45%
49,897
64
$907K 0.43%
17,296
-72
65
$853K 0.41%
23,904
+7
66
$807K 0.39%
304,136
+194
67
$775K 0.37%
7,159
-15
68
$765K 0.37%
42,085
-600
69
$741K 0.36%
25,000
70
$735K 0.35%
2,977
71
$697K 0.33%
39,955
-250
72
$653K 0.31%
20,964
73
$581K 0.28%
11,638
-188
74
$563K 0.27%
8,024
75
$538K 0.26%
13,729
1 2
3
4 5