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
+$332K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$665K
3
+$202K
4
META icon
Meta Platforms (Facebook)
META
+$88.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$31.7K

Top Sells

1
+$687K
2
+$239K
3
+$212K
4
CHKP icon
Check Point Software Technologies
CHKP
+$145K
5
MSFT icon
Microsoft
MSFT
+$130K

Sector Composition

1 Technology 29.21%
2 Healthcare 23.2%
3 Industrials 12.82%
4 Consumer Staples 7.3%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.33%
8,024
77
$354K 0.3%
10,138
78
$349K 0.29%
5,985
79
$347K 0.29%
3,323
-100
80
$328K 0.28%
2,226
81
$316K 0.27%
7,082
-150
82
$304K 0.26%
7,821
83
$296K 0.25%
6,520
84
$284K 0.24%
3,102
85
$283K 0.24%
5,087
86
$279K 0.23%
1,870
87
$279K 0.23%
5,676
88
$269K 0.23%
2,102
-209
89
$254K 0.21%
1,750
90
$254K 0.21%
2,400
-100
91
$248K 0.21%
10,500
92
$247K 0.21%
5,036
93
$245K 0.21%
1,940
94
$227K 0.19%
2,609
95
$213K 0.18%
2,001
+150
96
$204K 0.17%
14,779
-1,500
97
$202K 0.17%
+1,022
98
$126K 0.11%
20,450
99
– –
-3,349
100
– –
-1,876
1 2 3
4
5