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
$247M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$280K
3
+$243K
4
TROW icon
T. Rowe Price
TROW
+$241K
5
ALL icon
Allstate
ALL
+$224K

Top Sells

1
+$894K
2
+$517K
3
+$408K
4
AAPL icon
Apple
AAPL
+$372K
5
VMW
VMware, Inc
VMW
+$213K

Sector Composition

1 Technology 32.39%
2 Healthcare 28.23%
3 Industrials 10.07%
4 Communication Services 7.65%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.65%
27,019
-19
52
$1.59M 0.64%
60,882
-15,645
53
$1.53M 0.62%
10,211
+88
54
$1.51M 0.61%
18,323
+5
55
$1.5M 0.61%
8,831
+122
56
$1.46M 0.59%
14,968
-197
57
$1.37M 0.55%
13,528
-200
58
$1.33M 0.54%
13,333
+3
59
$1.31M 0.53%
5,238
+81
60
$1.27M 0.51%
25,185
-950
61
$1.2M 0.49%
4,840
62
$1.15M 0.47%
8,093
63
$1.14M 0.46%
7,250
64
$897K 0.36%
1,843
-35
65
$880K 0.36%
25,000
66
$827K 0.34%
297,120
67
$802K 0.33%
5,280
68
$781K 0.32%
40,785
-200
69
$723K 0.29%
87,875
-396
70
$679K 0.28%
20,164
71
$656K 0.27%
11,690
+16
72
$640K 0.26%
13,005
-414
73
$626K 0.25%
8,024
74
$586K 0.24%
1,977
75
$585K 0.24%
1,007
1 2
3
4 5