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
$119M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$557K
3
+$307K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$262K
5
EA icon
Electronic Arts
EA
+$224K

Top Sells

1
+$237K
2
+$213K
3
+$197K
4
CHKP icon
Check Point Software Technologies
CHKP
+$172K
5
CTAS icon
Cintas
CTAS
+$158K

Sector Composition

1 Technology 29.64%
2 Healthcare 21.57%
3 Industrials 13.28%
4 Consumer Discretionary 7.99%
5 Consumer Staples 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.32%
8,024
77
$368K 0.31%
3,423
78
$353K 0.3%
7,232
79
$349K 0.29%
5,985
80
$340K 0.29%
10,138
81
$307K 0.26%
+2,226
82
$305K 0.26%
7,821
83
$279K 0.24%
5,676
84
$277K 0.23%
5,087
85
$277K 0.23%
2,311
86
$276K 0.23%
1,870
87
$272K 0.23%
3,102
88
$270K 0.23%
6,520
-1,880
89
$244K 0.21%
10,500
90
$239K 0.2%
3,349
91
$238K 0.2%
1,750
-100
92
$237K 0.2%
5,036
-140
93
$234K 0.2%
2,609
94
$234K 0.2%
1,940
95
$230K 0.19%
16,279
96
$224K 0.19%
+2,500
97
$212K 0.18%
+1,876
98
$210K 0.18%
+1,851
99
$111K 0.09%
20,450
1 2 3
4