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
+$61K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$232K
3
+$113K
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$11.5K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.72K

Top Sells

1
+$214K
2
+$156K
3
+$146K
4
CHKP icon
Check Point Software Technologies
CHKP
+$118K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 28.94%
2 Healthcare 20.96%
3 Industrials 13.41%
4 Consumer Discretionary 9.04%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.35%
7,232
77
$363K 0.32%
8,024
78
$332K 0.3%
5,985
-200
79
$324K 0.29%
8,400
-20
80
$301K 0.27%
10,138
81
$298K 0.27%
7,821
-675
82
$297K 0.27%
5,087
83
$276K 0.25%
5,676
-50
84
$268K 0.24%
3,102
85
$257K 0.23%
2,311
+43
86
$249K 0.22%
5,176
87
$244K 0.22%
1,850
-350
88
$242K 0.22%
10,500
+500
89
$237K 0.21%
1,940
90
$235K 0.21%
16,279
91
$232K 0.21%
+1,870
92
$226K 0.2%
3,349
+18
93
$219K 0.2%
2,609
-8
94
$98K 0.09%
20,450
-300
95
– –
-2,500
1 2 3
4