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
$191M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$383K
3
+$326K
4
SRE icon
Sempra
SRE
+$313K
5
AAPL icon
Apple
AAPL
+$311K

Top Sells

1
+$93.7K
2
+$90.3K
3
+$48.3K
4
UNH icon
UnitedHealth
UNH
+$47K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$46.4K

Sector Composition

1 Technology 32.81%
2 Healthcare 25.43%
3 Industrials 13.43%
4 Financials 8.22%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$505K 0.26%
10,047
+1
77
$457K 0.24%
2,121
78
$452K 0.24%
14,962
+19
79
$424K 0.22%
4,840
80
$415K 0.22%
1,950
+95
81
$412K 0.22%
14,600
82
$411K 0.22%
6,993
83
$383K 0.2%
+9,800
84
$381K 0.2%
8,011
85
$330K 0.17%
1,822
+125
86
$327K 0.17%
875
+87
87
$326K 0.17%
+5,439
88
$322K 0.17%
855
89
$317K 0.17%
10,500
90
$317K 0.17%
1,011
+57
91
$313K 0.16%
+4,910
92
$305K 0.16%
2,402
93
$297K 0.16%
1,685
94
$292K 0.15%
6,260
95
$277K 0.15%
1,070
96
$270K 0.14%
990
97
$240K 0.13%
+12,096
98
$238K 0.12%
6,400
99
$234K 0.12%
1,069
100
$226K 0.12%
+2,624
1 2 3
4
5