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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4M
3
+$3.96M
4
QCOM icon
Qualcomm
QCOM
+$3.77M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$3.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.15%
2 Healthcare 20%
3 Industrials 13.1%
4 Consumer Discretionary 11.13%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.27%
+5,175
77
$290K 0.26%
+2,391
78
$284K 0.25%
+15,566
79
$257K 0.23%
+15,397
80
$253K 0.23%
+2,200
81
$250K 0.22%
+5,342
82
$243K 0.22%
+5,928
83
$238K 0.21%
+11,800
84
$237K 0.21%
+2,479
85
$224K 0.2%
+2,356
86
$222K 0.2%
+28,300
87
$217K 0.19%
+3,148
88
$215K 0.19%
+3,790
89
$207K 0.18%
+5,240
90
$207K 0.18%
+1,100
91
$138K 0.12%
+15,639
1 2 3
4