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
$145M
AUM Growth
-$686K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$553K
2
+$352K
3
+$241K
4
META icon
Meta Platforms (Facebook)
META
+$217K
5
V icon
Visa
V
+$213K

Top Sells

1
+$928K
2
+$455K
3
+$202K
4
DELL icon
Dell
DELL
+$202K
5
NVS icon
Novartis
NVS
+$157K

Sector Composition

1 Technology 30.35%
2 Healthcare 23.42%
3 Industrials 14.29%
4 Financials 7.64%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.25%
3,445
77
$356K 0.25%
5,475
78
$353K 0.24%
2,750
79
$341K 0.24%
1,955
-100
80
$335K 0.23%
6,200
-640
81
$287K 0.2%
1,734
82
$269K 0.19%
2,402
83
$268K 0.18%
10,500
84
$261K 0.18%
2,096
-100
85
$252K 0.17%
5,631
86
$249K 0.17%
28,072
-500
87
$241K 0.17%
+1,727
88
$235K 0.16%
890
89
$231K 0.16%
5,087
90
$229K 0.16%
783
+1
91
$225K 0.16%
2,380
92
$213K 0.15%
+1,229
93
$205K 0.14%
1,170
94
$203K 0.14%
+1,087
95
$130K 0.09%
10,612
96
$129K 0.09%
25,650
97
$127K 0.09%
2,425
98
$106K 0.07%
21,882
99
– –
-3,024
100
– –
-6,805
1 2 3
4
5