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
$204M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$215K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$204K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$66.1K

Top Sells

1
+$381K
2
+$208K
3
+$68.3K
4
CI icon
Cigna
CI
+$41.1K
5
AMGN icon
Amgen
AMGN
+$39.3K

Sector Composition

1 Technology 30.52%
2 Healthcare 26.84%
3 Industrials 13.14%
4 Financials 8.64%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.28%
24,834
-772
77
$563K 0.28%
3,640
78
$555K 0.27%
8,024
79
$514K 0.25%
5,439
80
$501K 0.25%
4,840
81
$477K 0.23%
9,800
82
$428K 0.21%
2,121
83
$421K 0.21%
14,585
-15
84
$407K 0.2%
6,993
85
$397K 0.19%
1,830
-120
86
$382K 0.19%
6,260
87
$370K 0.18%
10,500
88
$366K 0.18%
2,402
89
$354K 0.17%
1,070
90
$351K 0.17%
2,624
91
$347K 0.17%
876
+1
92
$325K 0.16%
4,910
93
$323K 0.16%
1,012
+1
94
$318K 0.16%
1,685
95
$307K 0.15%
1,663
-159
96
$301K 0.15%
855
97
$286K 0.14%
6,400
98
$263K 0.13%
12,096
99
$244K 0.12%
990
100
$241K 0.12%
2,545
+13
1 2 3
4
5