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
$227M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.89M
3
+$3.57M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$3.49M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.24M

Top Sells

1
+$205K
2
+$202K
3
+$42.7K
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$17.7K
5
WFM
Whole Foods Market Inc
WFM
+$17.5K

Sector Composition

1 Technology 28.85%
2 Healthcare 21.24%
3 Industrials 12.87%
4 Consumer Discretionary 11.5%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$764K 0.34%
14,891
+7,545
77
$681K 0.3%
10,606
+5,275
78
$675K 0.3%
10,200
+5,100
79
$665K 0.29%
46,177
+23,331
80
$650K 0.29%
9,149
+3,221
81
$633K 0.28%
13,978
+4,610
82
$540K 0.24%
+9,525
83
$539K 0.24%
5,208
-171
84
$524K 0.23%
16,180
+8,220
85
$524K 0.23%
+13,684
86
$507K 0.22%
+4,400
87
$494K 0.22%
4,785
+2,477
88
$470K 0.21%
11,093
+5,917
89
$468K 0.21%
23,600
+11,800
90
$436K 0.19%
3,880
+1,940
91
$403K 0.18%
10,438
92
$350K 0.15%
36,558
+18,279
93
$331K 0.15%
48,350
+27,000
94
$304K 0.13%
7,980
+1,020
95
$267K 0.12%
+6,050
96
$265K 0.12%
+8,503
97
$265K 0.12%
+1,400
98
$245K 0.11%
+2,479
99
$224K 0.1%
+3,790
100
$215K 0.09%
2,617
1 2 3
4
5