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
$133M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$217K
3
+$215K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$214K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$207K

Top Sells

1
+$327K
2
+$207K
3
+$103K
4
DO
Diamond Offshore Drilling
DO
+$76.7K
5
CI icon
Cigna
CI
+$76.1K

Sector Composition

1 Technology 29.51%
2 Healthcare 21.68%
3 Industrials 13.75%
4 Consumer Discretionary 7.78%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.28%
7,062
-20
77
$359K 0.27%
2,328
+1
78
$346K 0.26%
1,800
79
$341K 0.26%
6,520
80
$332K 0.25%
3,102
81
$329K 0.25%
5,735
-250
82
$319K 0.24%
5,633
-43
83
$312K 0.23%
5,087
84
$309K 0.23%
2,102
85
$302K 0.23%
7,146
-500
86
$301K 0.23%
1,022
87
$294K 0.22%
3,516
-226
88
$273K 0.21%
10,500
89
$238K 0.18%
1,754
90
$231K 0.17%
2,509
-100
91
$224K 0.17%
4,438
-50
92
$217K 0.16%
+2,750
93
$215K 0.16%
+2,001
94
$210K 0.16%
2,000
95
$207K 0.16%
+776
96
$203K 0.15%
+1,734
97
$202K 0.15%
+1,400
98
$176K 0.13%
11,479
-1,300
99
$163K 0.12%
23,821
100
$109K 0.08%
23,450
+3,000
1 2 3
4
5