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
$288M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$208K
3
+$203K
4
VUG icon
Vanguard Growth ETF
VUG
+$82.9K
5
NVDA icon
NVIDIA
NVDA
+$35.6K

Top Sells

1
+$473K
2
+$399K
3
+$229K
4
VZ icon
Verizon
VZ
+$223K
5
TSLA icon
Tesla
TSLA
+$222K

Sector Composition

1 Technology 32.65%
2 Healthcare 24.72%
3 Communication Services 12.87%
4 Industrials 8.44%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.62%
14,302
-98
52
$1.77M 0.61%
4,550
53
$1.66M 0.58%
9,822
-417
54
$1.65M 0.57%
42,323
-3,900
55
$1.64M 0.57%
80,656
-8,146
56
$1.56M 0.54%
7,960
-599
57
$1.55M 0.54%
18,184
-147
58
$1.54M 0.54%
24,739
-190
59
$1.53M 0.53%
3,081
-41
60
$1.43M 0.5%
17,942
-170
61
$1.42M 0.49%
10,592
+265
62
$1.39M 0.48%
12,945
+3
63
$1.33M 0.46%
5,247
+132
64
$1.29M 0.45%
13,288
-100
65
$1.16M 0.4%
5,280
66
$1.05M 0.37%
2,602
-550
67
$1.04M 0.36%
293,412
-3,732
68
$1.01M 0.35%
25,000
69
$869K 0.3%
7,872
-495
70
$851K 0.3%
6,750
71
$806K 0.28%
11,472
-83
72
$775K 0.27%
17,642
73
$712K 0.25%
8,024
74
$692K 0.24%
755
75
$673K 0.23%
70,552
-2,200
1 2
3
4 5