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
$130M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$959K
3
+$677K
4
CELG
Celgene Corp
CELG
+$276K
5
META icon
Meta Platforms (Facebook)
META
+$97.7K

Top Sells

1
+$2.33M
2
+$1.72M
3
+$361K
4
VTRS icon
Viatris
VTRS
+$262K
5
AMZN icon
Amazon
AMZN
+$258K

Sector Composition

1 Technology 28.48%
2 Healthcare 25.86%
3 Industrials 14.46%
4 Financials 7.13%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.27%
2,589
-98
77
$336K 0.26%
3,445
78
$319K 0.25%
5,475
-150
79
$295K 0.23%
31,272
-1,925
80
$285K 0.22%
10,138
81
$272K 0.21%
2,055
-89
82
$264K 0.2%
5,087
83
$239K 0.18%
2,196
-628
84
$239K 0.18%
10,500
85
$234K 0.18%
2,402
86
$227K 0.18%
1,734
87
$224K 0.17%
2,750
88
$222K 0.17%
5,631
-50
89
$150K 0.12%
25,750
-1,500
90
$120K 0.09%
10,612
-789
91
$114K 0.09%
21,882
92
$98K 0.08%
2,690
-680
93
– –
-2,580
94
– –
-972
95
– –
-3,024
96
– –
-890
97
– –
-33,913
98
– –
-7,568
99
– –
-2,017
100
– –
-1,170
1 2 3
4
5