AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$299M
This Quarter Return
-1.88%
1 Year Return
+12.69%
3 Year Return
+66.69%
5 Year Return
+124.55%
10 Year Return
+294.34%
AUM
$222M
AUM Growth
+$222M
(-0.65%)
Cap. Flow
+$3.57M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
33.52%
Holding
116
New
2
Increased
29
Reduced
43
Closed
3
Top Buys
| 1 |
AstraZeneca
AZN
|
$3.83M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$2.9M |
| 3 |
Incyte
INCY
|
$1.74M |
| 4 |
Bristol-Myers Squibb
BMY
|
$609K |
| 5 |
Vanguard Value ETF
VTV
|
$323K |
Top Sells
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$5.42M |
| 2 |
Adobe
ADBE
|
$173K |
| 3 |
Huntington Bancshares
HBAN
|
$162K |
| 4 |
Microsoft
MSFT
|
$162K |
| 5 |
T Rowe Price
TROW
|
$149K |
Sector Composition
| 1 | Technology | 32.38% |
| 2 | Healthcare | 28.32% |
| 3 | Industrials | 11.46% |
| 4 | Financials | 8.63% |
| 5 | Consumer Discretionary | 5.8% |
