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
$146M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$223K
3
+$221K
4
COST icon
Costco
COST
+$216K
5
AMZN icon
Amazon
AMZN
+$212K

Top Sells

1
+$98K
2
+$84K
3
+$78.8K
4
ADBE icon
Adobe
ADBE
+$53.3K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$52.9K

Sector Composition

1 Technology 29.37%
2 Healthcare 24.47%
3 Industrials 14.29%
4 Financials 6.98%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$389K 0.27%
5,235
-200
77
$385K 0.26%
3,445
78
$378K 0.26%
6,385
-100
79
$377K 0.26%
10,139
+1
80
$343K 0.24%
5,475
81
$327K 0.22%
2,055
82
$300K 0.21%
28,572
-2,700
83
$277K 0.19%
1,734
84
$271K 0.19%
2,196
85
$268K 0.18%
10,500
86
$261K 0.18%
2,750
87
$243K 0.17%
5,087
88
$243K 0.17%
2,402
89
$231K 0.16%
5,631
90
$223K 0.15%
+1,170
91
$221K 0.15%
+782
92
$216K 0.15%
+890
93
$212K 0.15%
+2,380
94
$202K 0.14%
+3,024
95
$202K 0.14%
+6,805
96
$147K 0.1%
25,650
-100
97
$134K 0.09%
21,882
98
$128K 0.09%
10,612
99
$121K 0.08%
2,425
-265
1 2 3
4