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
$109M
AUM Growth
-$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.32M
3
+$583K
4
PYPL icon
PayPal
PYPL
+$324K
5
NFLX icon
Netflix
NFLX
+$209K

Top Sells

1
+$351K
2
+$313K
3
+$276K
4
HPQ icon
HP
HPQ
+$255K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$245K

Sector Composition

1 Technology 28.26%
2 Healthcare 21.23%
3 Industrials 12.24%
4 Consumer Discretionary 11.31%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.33%
22,846
+750
77
$349K 0.32%
8,675
78
$337K 0.31%
5,928
79
$324K 0.3%
+10,438
80
$324K 0.3%
7,445
-100
81
$318K 0.29%
4,030
82
$318K 0.29%
5,100
83
$316K 0.29%
5,331
84
$255K 0.23%
10,438
-14,363
85
$227K 0.21%
2,200
86
$218K 0.2%
5,176
-741
87
$216K 0.2%
11,800
88
$209K 0.19%
+2,020
89
$208K 0.19%
2,308
90
$207K 0.19%
18,279
91
$172K 0.16%
25,300
-2,000
92
$114K 0.1%
10,350
-300
93
– –
-3,298
94
– –
-3,790
95
– –
-1,850
96
– –
-7,960
97
– –
-18,724
98
– –
-2,479
99
– –
-15,397
100
– –
-5,240
1 2 3
4
5