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
$223M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$164K
3
+$70.3K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$68.7K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$66.1K

Top Sells

1
+$317K
2
+$221K
3
+$217K
4
AFL icon
Aflac
AFL
+$216K
5
MSFT icon
Microsoft
MSFT
+$200K

Sector Composition

1 Technology 30.93%
2 Healthcare 30.76%
3 Industrials 10.73%
4 Financials 7.43%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.66%
13,425
-117
52
$1.42M 0.64%
7,325
53
$1.38M 0.62%
9,959
+463
54
$1.33M 0.6%
15,310
-177
55
$1.32M 0.59%
47,606
-200
56
$1.32M 0.59%
8,540
+446
57
$1.29M 0.58%
39,422
-343
58
$1.28M 0.57%
13,928
-42
59
$1.25M 0.56%
26,635
-100
60
$1.16M 0.52%
8,093
61
$1.14M 0.51%
4,795
+295
62
$1M 0.45%
4,840
63
$968K 0.43%
41,685
64
$784K 0.35%
25,000
65
$732K 0.33%
89,916
-1,085
66
$691K 0.31%
16,945
-160
67
$671K 0.3%
38,555
-200
68
$669K 0.3%
297,786
-1,018
69
$649K 0.29%
1,878
-50
70
$637K 0.29%
2,277
71
$623K 0.28%
11,657
+2
72
$590K 0.26%
20,614
-100
73
$589K 0.26%
5,659
74
$584K 0.26%
8,024
75
$573K 0.26%
6,518
-237
1 2
3
4 5