AIA

AIMZ Investment Advisors Portfolio holdings

AUM $350M
1-Year Est. Return 22.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.44M
3
+$1.83M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$557K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$553K

Top Sells

1
+$633K
2
+$311K
3
+$235K
4
WRB icon
W.R. Berkley
WRB
+$215K
5
GPN icon
Global Payments
GPN
+$212K

Sector Composition

1 Technology 31.97%
2 Healthcare 24.63%
3 Communication Services 13.33%
4 Industrials 8.05%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
76
Palantir
PLTR
$369B
$907K 0.26%
5,100
-1,000
BAC icon
77
Bank of America
BAC
$361B
$893K 0.26%
16,244
-1,398
VEU icon
78
Vanguard FTSE All-World ex-US ETF
VEU
$59B
$848K 0.24%
11,533
+3,730
DLTR icon
79
Dollar Tree
DLTR
$23.5B
$827K 0.24%
6,720
-100
WIT icon
80
Wipro
WIT
$22.9B
$817K 0.23%
287,509
-5,332
EBAY icon
81
eBay
EBAY
$40.7B
$779K 0.22%
8,939
+1
USMV icon
82
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$756K 0.22%
8,024
MMM icon
83
3M
MMM
$84.7B
$743K 0.21%
4,643
-50
UPS icon
84
United Parcel Service
UPS
$94B
$660K 0.19%
6,650
-100
COST icon
85
Costco
COST
$448B
$642K 0.18%
744
SPY icon
86
State Street SPDR S&P 500 ETF Trust
SPY
$696B
$631K 0.18%
926
+1
LLY icon
87
Eli Lilly
LLY
$893B
$628K 0.18%
584
HIPO icon
88
Hippo Holdings
HIPO
$718M
$608K 0.17%
20,210
MRVL icon
89
Marvell Technology
MRVL
$68.4B
$605K 0.17%
7,122
-600
QQQ icon
90
Invesco QQQ Trust
QQQ
$402B
$602K 0.17%
980
-30
HLN icon
91
Haleon
HLN
$46.6B
$583K 0.17%
57,628
-5,500
SOXX icon
92
iShares Semiconductor ETF
SOXX
$21.7B
$565K 0.16%
+1,877
DGRO icon
93
iShares Core Dividend Growth ETF
DGRO
$38.4B
$562K 0.16%
+8,098
ISRG icon
94
Intuitive Surgical
ISRG
$178B
$561K 0.16%
990
CPRI icon
95
Capri Holdings
CPRI
$2.25B
$518K 0.15%
21,240
-2,045
MCD icon
96
McDonald's
MCD
$235B
$497K 0.14%
1,627
VBR icon
97
Vanguard Small-Cap Value ETF
VBR
$34.1B
$492K 0.14%
2,325
+1,310
PRFZ icon
98
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
$482K 0.14%
10,500
AMAT icon
99
Applied Materials
AMAT
$284B
$474K 0.14%
1,845
-135
AVGO icon
100
Broadcom
AVGO
$1.53T
$446K 0.13%
1,290
2 3
4
5 6