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
$257M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.51M
3
+$584K
4
EBS icon
Emergent Biosolutions
EBS
+$557K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$531K

Top Sells

1
+$215K
2
+$204K
3
+$154K
4
IBM icon
IBM
IBM
+$136K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$76.6K

Sector Composition

1 Technology 32.7%
2 Healthcare 27.96%
3 Industrials 12.86%
4 Financials 7.54%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$717K 0.28%
40,305
-1,100
77
$703K 0.27%
10,564
+601
78
$696K 0.27%
14,512
-170
79
$664K 0.26%
3,980
80
$649K 0.25%
8,024
81
$581K 0.23%
5,394
-45
82
$576K 0.22%
4,924
83
$521K 0.2%
3,600
84
$485K 0.19%
855
85
$455K 0.18%
1,057
-13
86
$438K 0.17%
14,585
87
$422K 0.16%
9,800
88
$418K 0.16%
2,639
89
$415K 0.16%
1,685
90
$408K 0.16%
21,976
-2,858
91
$403K 0.16%
10,500
92
$395K 0.15%
831
-69
93
$391K 0.15%
2,485
-139
94
$366K 0.14%
7,050
+1
95
$356K 0.14%
990
96
$353K 0.14%
12,000
97
$345K 0.13%
1,655
-50
98
$328K 0.13%
825
-115
99
$325K 0.13%
4,910
100
$295K 0.11%
12,096
1 2 3
4
5