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
$141M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$219K
3
+$211K
4
META icon
Meta Platforms (Facebook)
META
+$145K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$24.1K

Top Sells

1
+$827K
2
+$244K
3
+$204K
4
PNC icon
PNC Financial Services
PNC
+$200K
5
NTAP icon
NetApp
NTAP
+$149K

Sector Composition

1 Technology 29.23%
2 Healthcare 24.7%
3 Industrials 12.49%
4 Consumer Discretionary 8.03%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.26%
6,640
+120
77
$368K 0.26%
10,138
78
$366K 0.26%
3,445
79
$357K 0.25%
2,824
-100
80
$350K 0.25%
2,337
-299
81
$350K 0.25%
6,962
82
$326K 0.23%
972
-25
83
$319K 0.23%
5,633
84
$302K 0.21%
2,902
-200
85
$296K 0.21%
2,144
+42
86
$292K 0.21%
10,500
87
$282K 0.2%
5,087
88
$261K 0.18%
5,335
89
$258K 0.18%
7,146
90
$233K 0.17%
+1,734
91
$232K 0.16%
2,750
92
$228K 0.16%
3,495
-21
93
$219K 0.16%
+2,580
94
$211K 0.15%
+3,024
95
$211K 0.15%
778
96
$210K 0.15%
2,001
97
$194K 0.14%
11,401
+122
98
$135K 0.1%
23,550
+300
99
$106K 0.08%
21,882
100
– –
-4,438
1 2 3
4
5