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
$138M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.99M
3
+$374K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$360K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$276K

Top Sells

1
+$286K
2
+$231K
3
+$210K
4
ADP icon
Automatic Data Processing
ADP
+$203K
5
AABA
Altaba Inc
AABA
+$143K

Sector Composition

1 Technology 29.04%
2 Healthcare 24.45%
3 Industrials 13.14%
4 Consumer Discretionary 7.47%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.28%
3,300
77
$374K 0.27%
+2,636
78
$373K 0.27%
2,432
+104
79
$361K 0.26%
3,445
80
$341K 0.25%
3,102
81
$336K 0.24%
6,520
82
$334K 0.24%
2,924
-300
83
$333K 0.24%
6,962
-100
84
$327K 0.24%
997
-25
85
$327K 0.24%
5,633
86
$322K 0.23%
5,087
87
$309K 0.22%
5,335
-400
88
$294K 0.21%
7,146
89
$291K 0.21%
2,102
90
$271K 0.2%
10,500
91
$244K 0.18%
1,754
92
$237K 0.17%
2,750
93
$227K 0.16%
3,516
94
$205K 0.15%
778
+2
95
$204K 0.15%
4,438
96
$201K 0.15%
2,001
97
$200K 0.15%
1,325
-75
98
$186K 0.14%
11,279
-200
99
$151K 0.11%
21,882
-1,939
100
$127K 0.09%
23,250
-200
1 2 3
4
5