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
$198M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.15M
3
+$556K
4
QCOM icon
Qualcomm
QCOM
+$353K
5
PYPL icon
PayPal
PYPL
+$38.7K

Top Sells

1
+$3.8M
2
+$405K
3
+$226K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$210K
5
V icon
Visa
V
+$210K

Sector Composition

1 Healthcare 32.17%
2 Technology 29.08%
3 Industrials 10.93%
4 Financials 7.92%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.66%
13,827
52
$1.21M 0.61%
13,852
-97
53
$1.18M 0.6%
7,325
54
$1.17M 0.59%
9,494
-464
55
$1.15M 0.58%
15,668
+3
56
$1.1M 0.56%
8,093
-100
57
$1.09M 0.55%
8,094
-160
58
$1.07M 0.54%
14,070
-100
59
$1.05M 0.53%
27,335
60
$1.04M 0.52%
16,973
-400
61
$1.01M 0.51%
4,499
-220
62
$980K 0.5%
49,897
63
$968K 0.49%
37,551
+210
64
$803K 0.41%
42,085
65
$755K 0.38%
17,250
-46
66
$716K 0.36%
304,136
67
$707K 0.36%
39,955
68
$694K 0.35%
25,000
69
$659K 0.33%
7,129
-30
70
$630K 0.32%
20,864
-100
71
$600K 0.3%
23,864
-40
72
$595K 0.3%
2,577
-400
73
$556K 0.28%
+91,331
74
$552K 0.28%
13,729
75
$530K 0.27%
8,024
1 2
3
4 5