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
$223M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.82M
3
+$576K
4
NVDA icon
NVIDIA
NVDA
+$240K
5
PLTR icon
Palantir
PLTR
+$236K

Top Sells

1
+$3.12M
2
+$143K
3
+$87.9K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$80.2K
5
EXPD icon
Expeditors International
EXPD
+$78.5K

Sector Composition

1 Technology 32.2%
2 Healthcare 27.47%
3 Industrials 12.42%
4 Financials 9.02%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$626K 0.28%
3,640
77
$591K 0.27%
8,024
78
$585K 0.26%
5,235
79
$576K 0.26%
+9,867
80
$540K 0.24%
24,834
81
$526K 0.24%
4,200
-640
82
$505K 0.23%
5,439
83
$462K 0.21%
9,800
84
$408K 0.18%
14,585
85
$398K 0.18%
2,121
86
$392K 0.18%
10,500
87
$392K 0.18%
6,993
88
$385K 0.17%
900
+24
89
$374K 0.17%
2,624
90
$374K 0.17%
1,705
-125
91
$372K 0.17%
2,389
-13
92
$347K 0.16%
1,070
93
$342K 0.15%
966
-46
94
$338K 0.15%
855
95
$335K 0.15%
1,685
96
$332K 0.15%
6,260
97
$325K 0.15%
4,910
98
$323K 0.14%
6,400
99
$303K 0.14%
990
100
$283K 0.13%
1,608
-55
1 2 3
4
5