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
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$215K
3
+$214K
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$211K
5
JPM icon
JPMorgan Chase
JPM
+$207K

Top Sells

1
+$1.9M
2
+$610K
3
+$238K
4
ITW icon
Illinois Tool Works
ITW
+$90.2K
5
MSFT icon
Microsoft
MSFT
+$75.9K

Sector Composition

1 Technology 29.15%
2 Healthcare 22.59%
3 Industrials 13.7%
4 Consumer Discretionary 9.77%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.34%
7,232
-114
77
$365K 0.33%
8,024
+24
78
$335K 0.3%
6,185
79
$334K 0.3%
10,138
80
$327K 0.29%
8,420
+200
81
$324K 0.29%
8,496
-100
82
$276K 0.25%
2,200
83
$274K 0.25%
5,087
84
$252K 0.23%
2,268
85
$235K 0.21%
2,617
86
$222K 0.2%
1,940
87
$215K 0.19%
+5,726
88
$214K 0.19%
+2,500
89
$211K 0.19%
3,331
90
$211K 0.19%
+10,000
91
$207K 0.19%
+3,102
92
$205K 0.18%
+5,176
93
$178K 0.16%
16,279
94
$120K 0.11%
20,750
-100
95
– –
-9,900
96
– –
-22,463
1 2 3
4