AIA

AIMZ Investment Advisors Portfolio holdings

AUM $319M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.97M
3
+$1.16M
4
TROW icon
T. Rowe Price
TROW
+$334K
5
WRB icon
W.R. Berkley
WRB
+$240K

Top Sells

1
+$725K
2
+$333K
3
+$237K
4
TTD icon
Trade Desk
TTD
+$235K
5
GPN icon
Global Payments
GPN
+$219K

Sector Composition

1 Technology 32.47%
2 Healthcare 26.02%
3 Communication Services 11.33%
4 Industrials 8.65%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.68%
20,760
+30
52
$1.89M 0.66%
19,217
-252
53
$1.8M 0.63%
10,445
+623
54
$1.76M 0.62%
24,639
-100
55
$1.67M 0.58%
4,550
56
$1.66M 0.58%
18,187
+3
57
$1.66M 0.58%
8,534
+574
58
$1.6M 0.56%
14,554
+252
59
$1.59M 0.56%
17,747
-195
60
$1.55M 0.54%
3,056
-25
61
$1.55M 0.54%
13,031
+86
62
$1.54M 0.54%
80,116
-540
63
$1.52M 0.53%
5,751
+504
64
$1.49M 0.52%
13,352
+64
65
$1.48M 0.52%
42,178
-145
66
$1.06M 0.37%
5,560
+280
67
$1.01M 0.35%
25,000
68
$899K 0.31%
293,646
+234
69
$824K 0.29%
11,472
70
$752K 0.26%
8,024
71
$747K 0.26%
2,882
+280
72
$742K 0.26%
6,750
73
$736K 0.26%
17,642
74
$720K 0.25%
31,721
-992
75
$714K 0.25%
755
1 2
3
4 5