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
$279M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.08M
3
+$282K
4
AVGO icon
Broadcom
AVGO
+$207K
5
NVDA icon
NVIDIA
NVDA
+$75.4K

Top Sells

1
+$491K
2
+$453K
3
+$371K
4
QCOM icon
Qualcomm
QCOM
+$323K
5
META icon
Meta Platforms (Facebook)
META
+$264K

Sector Composition

1 Technology 32.95%
2 Healthcare 25.96%
3 Communication Services 12.42%
4 Industrials 8.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.58%
4,700
52
$1.6M 0.57%
14,522
-48
53
$1.59M 0.57%
4,091
54
$1.52M 0.54%
19,492
+13,881
55
$1.49M 0.53%
12,939
+3
56
$1.45M 0.52%
18,429
+3
57
$1.44M 0.52%
46,523
-950
58
$1.44M 0.52%
18,257
-71
59
$1.44M 0.51%
13,488
+10
60
$1.42M 0.51%
5,347
+132
61
$1.39M 0.5%
3,122
62
$1.26M 0.45%
10,210
+610
63
$1.24M 0.45%
1,843
64
$1.22M 0.44%
39,357
-365
65
$1.02M 0.37%
5,280
66
$968K 0.35%
39,585
67
$949K 0.34%
25,000
68
$913K 0.33%
6,675
-75
69
$906K 0.32%
297,144
70
$830K 0.3%
1,007
71
$803K 0.29%
24,285
-100
72
$734K 0.26%
6,870
-50
73
$698K 0.25%
57,722
-1,327
74
$688K 0.25%
3,477
+10
75
$674K 0.24%
8,024
1 2
3
4 5