AIA

AIMZ Investment Advisors Portfolio holdings

AUM $350M
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$952K
3
+$204K
4
GPN icon
Global Payments
GPN
+$202K
5
MET icon
MetLife
MET
+$192K

Top Sells

1
+$714K
2
+$266K
3
+$242K
4
MSFT icon
Microsoft
MSFT
+$177K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$176K

Sector Composition

1 Technology 33.89%
2 Healthcare 23.62%
3 Communication Services 13.03%
4 Industrials 8.41%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.64%
14,339
-968
52
$1.91M 0.64%
80,002
-114
53
$1.74M 0.58%
24,577
-62
54
$1.72M 0.57%
12,998
-33
55
$1.72M 0.57%
18,719
-498
56
$1.7M 0.57%
9,610
-835
57
$1.66M 0.55%
18,140
-47
58
$1.64M 0.55%
40,903
-1,275
59
$1.63M 0.55%
4,450
-100
60
$1.61M 0.54%
13,328
-24
61
$1.58M 0.53%
7,742
-792
62
$1.58M 0.53%
2,996
-60
63
$1.54M 0.52%
17,717
-30
64
$1.4M 0.47%
13,001
-30
65
$1.29M 0.43%
5,192
-559
66
$1.28M 0.43%
5,824
+264
67
$1.06M 0.35%
25,000
68
$919K 0.31%
11,472
69
$912K 0.31%
2,872
-10
70
$902K 0.3%
1,007
71
$887K 0.3%
293,646
72
$839K 0.28%
2,893
73
$835K 0.28%
17,642
74
$832K 0.28%
6,100
75
$753K 0.25%
8,024
1 2
3
4 5