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
+$223K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$636K
3
+$354K
4
META icon
Meta Platforms (Facebook)
META
+$201K
5
VZ icon
Verizon
VZ
+$31.9K

Top Sells

1
+$707K
2
+$617K
3
+$353K
4
AMGN icon
Amgen
AMGN
+$72K
5
ADI icon
Analog Devices
ADI
+$66.8K

Sector Composition

1 Technology 29.36%
2 Healthcare 24.82%
3 Industrials 13.96%
4 Financials 7.27%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.27%
10,141
+1
77
$378K 0.26%
6,200
78
$354K 0.24%
+2,226
79
$331K 0.23%
1,955
80
$316K 0.22%
5,375
-100
81
$283K 0.19%
2,402
82
$272K 0.19%
1,685
-49
83
$267K 0.18%
10,500
84
$259K 0.18%
5,631
85
$256K 0.18%
890
86
$247K 0.17%
4,862
-225
87
$245K 0.17%
2,066
-30
88
$233K 0.16%
784
+1
89
$225K 0.15%
1,727
90
$211K 0.15%
1,170
91
$211K 0.15%
1,229
92
$207K 0.14%
2,380
93
$205K 0.14%
1,088
+1
94
$151K 0.1%
27,172
-900
95
$130K 0.09%
25,650
96
$125K 0.09%
10,612
97
$115K 0.08%
21,882
98
$103K 0.07%
2,304
-121
99
– –
-10,191
100
– –
-2,750
1 2 3
4