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
$117M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$284K
3
+$267K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$218K
5
TRV icon
Travelers Companies
TRV
+$210K

Top Sells

1
+$142K
2
+$92.8K
3
+$82K
4
LOW icon
Lowe's Companies
LOW
+$70.4K
5
KO icon
Coca-Cola
KO
+$60.8K

Sector Composition

1 Technology 28.52%
2 Healthcare 21.6%
3 Industrials 12.39%
4 Consumer Discretionary 12.08%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.29%
21,858
+1,850
77
$336K 0.29%
5,100
78
$281K 0.24%
5,928
79
$267K 0.23%
+5,917
80
$267K 0.23%
15,397
81
$265K 0.23%
18,724
+3,158
82
$265K 0.23%
1,400
+300
83
$261K 0.22%
5,351
+9
84
$245K 0.21%
2,200
85
$245K 0.21%
2,479
86
$245K 0.21%
11,800
87
$229K 0.2%
2,308
-48
88
$224K 0.19%
3,790
89
$218K 0.19%
+7,982
90
$215K 0.18%
5,240
91
$210K 0.18%
+1,940
92
$207K 0.18%
27,300
-1,000
93
$205K 0.18%
3,298
+150
94
$201K 0.17%
+1,300
95
$201K 0.17%
10,650
-150
96
$167K 0.14%
18,279
+2,640
1 2 3
4