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
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.22M
3
+$84.4K

Top Sells

1
+$4.41M
2
+$3.87M
3
+$3.09M
4
MSFT icon
Microsoft
MSFT
+$3.06M
5
AMGN icon
Amgen
AMGN
+$3.04M

Sector Composition

1 Technology 27.85%
2 Healthcare 22.36%
3 Industrials 13.66%
4 Consumer Discretionary 9.6%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$372K 0.34%
8,596
-9,500
77
$370K 0.34%
10,138
-300
78
$370K 0.34%
8,000
-44,900
79
$365K 0.33%
10,380
+2,400
80
$353K 0.32%
6,185
-2,964
81
$328K 0.3%
7,663
-6,315
82
$319K 0.29%
24,058
-22,119
83
$288K 0.26%
2,200
-2,200
84
$284K 0.26%
8,220
-7,960
85
$251K 0.23%
2,268
-2,517
86
$237K 0.22%
10,138
-10,738
87
$231K 0.21%
1,940
-1,940
88
$230K 0.21%
3,331
89
$222K 0.2%
2,617
90
$171K 0.16%
16,279
-20,279
91
$119K 0.11%
20,850
-27,500
92
– –
-3,298
93
– –
-3,790
94
– –
-10,200
95
– –
-1,300
96
– –
-8,503
97
– –
-6,970
98
– –
-2,479
99
– –
-11,093
100
– –
-2,020
1 2 3
4
5