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
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$216K
3
+$210K
4
META icon
Meta Platforms (Facebook)
META
+$187K
5
BMY.RT
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
+$68K

Top Sells

1
+$3.74M
2
+$211K
3
+$185K
4
QCOM icon
Qualcomm
QCOM
+$123K
5
DLTR icon
Dollar Tree
DLTR
+$108K

Sector Composition

1 Technology 29.95%
2 Healthcare 25.21%
3 Industrials 13.61%
4 Financials 7.17%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$406K 0.26%
2,226
77
$397K 0.26%
3,395
78
$366K 0.24%
10,142
+1
79
$335K 0.22%
2,402
80
$328K 0.21%
1,855
-100
81
$315K 0.2%
5,531
-100
82
$313K 0.2%
5,300
-75
83
$287K 0.19%
1,685
84
$287K 0.19%
10,500
85
$262K 0.17%
890
86
$253K 0.16%
785
+1
87
$250K 0.16%
1,727
88
$231K 0.15%
1,089
+1
89
$231K 0.15%
1,229
90
$225K 0.15%
1,866
-200
91
$220K 0.14%
2,380
92
$216K 0.14%
+1,351
93
$210K 0.14%
+2,142
94
$200K 0.13%
28,350
+6,468
95
$169K 0.11%
23,472
-3,700
96
$136K 0.09%
10,612
97
$118K 0.08%
2,117
-187
98
$93K 0.06%
25,000
-650
99
$68K 0.04%
+22,705
100
– –
-1,170
1 2 3
4
5