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
$293M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$231K
3
+$219K
4
ALL icon
Allstate
ALL
+$209K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$206K

Top Sells

1
+$957K
2
+$226K
3
+$211K
4
SPR icon
Spirit AeroSystems
SPR
+$201K
5
INFY icon
Infosys
INFY
+$160K

Sector Composition

1 Technology 32.34%
2 Healthcare 25.96%
3 Communication Services 11.86%
4 Industrials 8.77%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.61%
4,060
-31
52
$1.7M 0.58%
8,559
-415
53
$1.69M 0.58%
44,206
+250
54
$1.63M 0.56%
18,112
-145
55
$1.61M 0.55%
3,122
56
$1.6M 0.55%
18,331
-98
57
$1.57M 0.54%
14,400
-122
58
$1.54M 0.53%
13,388
-100
59
$1.52M 0.52%
12,942
+3
60
$1.5M 0.51%
2,113
+270
61
$1.44M 0.49%
5,115
-232
62
$1.36M 0.46%
46,223
-300
63
$1.25M 0.43%
10,327
+117
64
$1.08M 0.37%
39,385
-200
65
$1.03M 0.35%
24,185
-100
66
$1.02M 0.35%
25,000
67
$984K 0.34%
5,280
68
$963K 0.33%
297,144
69
$920K 0.31%
6,750
+75
70
$916K 0.31%
39,059
-298
71
$825K 0.28%
3,152
-325
72
$780K 0.27%
1,007
73
$770K 0.26%
72,752
-2,648
74
$733K 0.25%
8,024
75
$700K 0.24%
17,642
+2,142
1 2
3
4 5