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
$155M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$224K
3
+$224K
4
COST icon
Costco
COST
+$209K
5
DELL icon
Dell
DELL
+$206K

Top Sells

1
+$166K
2
+$155K
3
+$150K
4
UNH icon
UnitedHealth
UNH
+$141K
5
MSFT icon
Microsoft
MSFT
+$131K

Sector Composition

1 Technology 29.74%
2 Healthcare 25.08%
3 Industrials 12.26%
4 Consumer Discretionary 7.5%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$414K 0.27%
6,940
+300
77
$402K 0.26%
3,445
78
$383K 0.25%
5,625
-2,200
79
$372K 0.24%
6,962
80
$361K 0.23%
972
81
$345K 0.22%
2,824
82
$342K 0.22%
2,144
83
$335K 0.22%
10,138
84
$323K 0.21%
5,681
+48
85
$316K 0.2%
5,087
86
$303K 0.2%
5,335
87
$299K 0.19%
10,500
88
$272K 0.18%
2,750
89
$271K 0.17%
2,402
-500
90
$262K 0.17%
7,146
91
$261K 0.17%
1,734
92
$258K 0.17%
2,580
93
$236K 0.15%
2,017
+16
94
$234K 0.15%
3,024
95
$227K 0.15%
779
+1
96
$224K 0.14%
+1,170
97
$224K 0.14%
+3,000
98
$209K 0.13%
+890
99
$206K 0.13%
+7,568
100
$201K 0.13%
+2,409
1 2 3
4
5