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
$268M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$7.77M
2 +$1.33M
3 +$477K
4
META icon
Meta Platforms (Facebook)
META
+$280K
5
DELL icon
Dell
DELL
+$250K

Top Sells

1 +$625K
2 +$369K
3 +$276K
4
HD icon
Home Depot
HD
+$269K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$260K

Sector Composition

1 Technology 30.35%
2 Healthcare 27.03%
3 Communication Services 11.9%
4 Industrials 9.13%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.67M 0.62%
18,426
-498
52
$1.66M 0.62%
10,176
-35
53
$1.65M 0.62%
14,570
-398
54
$1.61M 0.6%
8,798
-33
55
$1.6M 0.6%
18,328
+5
56
$1.56M 0.58%
25,569
-1,450
57
$1.5M 0.56%
12,936
-397
58
$1.41M 0.53%
5,215
-23
59
$1.33M 0.5%
+3,122
60
$1.3M 0.49%
13,478
-50
61
$1.28M 0.48%
59,049
-1,833
62
$1.12M 0.42%
1,843
63
$1.1M 0.41%
24,385
-800
64
$1M 0.37%
6,750
-500
65
$962K 0.36%
25,000
66
$952K 0.36%
5,280
67
$921K 0.34%
6,920
-1,173
68
$868K 0.32%
9,600
-900
69
$854K 0.32%
297,144
+24
70
$844K 0.31%
39,585
-1,200
71
$724K 0.27%
19,089
-1,075
72
$720K 0.27%
84,775
-3,100
73
$715K 0.27%
12,330
-675
74
$703K 0.26%
1,007
75
$686K 0.26%
11,694
+4