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
$233M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$415K
3
+$236K
4
VUG icon
Vanguard Growth ETF
VUG
+$213K
5
AFL icon
Aflac
AFL
+$210K

Top Sells

1
+$1.52M
2
+$115K
3
+$89.5K
4
ORCL icon
Oracle
ORCL
+$71.5K
5
META icon
Meta Platforms (Facebook)
META
+$34.4K

Sector Composition

1 Technology 31.47%
2 Healthcare 29.08%
3 Industrials 10.48%
4 Financials 7.63%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.63%
13,909
-100
52
$1.44M 0.62%
13,428
+3
53
$1.44M 0.62%
10,123
+164
54
$1.41M 0.61%
8,685
+145
55
$1.39M 0.6%
13,728
-200
56
$1.38M 0.59%
15,312
+2
57
$1.32M 0.57%
39,433
+11
58
$1.31M 0.56%
7,325
59
$1.27M 0.54%
4,840
60
$1.2M 0.51%
4,884
+89
61
$1.16M 0.5%
8,093
62
$966K 0.42%
41,685
63
$956K 0.41%
26,635
64
$827K 0.36%
1,878
65
$818K 0.35%
25,000
66
$747K 0.32%
89,121
-795
67
$703K 0.3%
297,786
68
$688K 0.3%
5,280
69
$635K 0.27%
11,669
+12
70
$625K 0.27%
38,555
71
$622K 0.27%
16,949
+4
72
$596K 0.26%
8,024
73
$590K 0.25%
1,977
-300
74
$590K 0.25%
9,867
75
$587K 0.25%
20,464
-150
1 2
3
4 5