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
$243M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$516K
3
+$360K
4
COP icon
ConocoPhillips
COP
+$256K
5
GILD icon
Gilead Sciences
GILD
+$251K

Top Sells

1
+$526K
2
+$320K
3
+$277K
4
MRVL icon
Marvell Technology
MRVL
+$265K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$237K

Sector Composition

1 Technology 31.55%
2 Healthcare 29.68%
3 Industrials 12.36%
4 Financials 6.9%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$707K 0.29%
4,340
+360
77
$681K 0.28%
11,826
+2
78
$665K 0.27%
13,729
-783
79
$622K 0.26%
8,024
80
$571K 0.23%
9,966
-598
81
$503K 0.21%
3,600
82
$492K 0.2%
855
83
$479K 0.2%
9,800
84
$448K 0.18%
4,924
85
$447K 0.18%
5,394
86
$415K 0.17%
14,518
-67
87
$413K 0.17%
4,910
88
$392K 0.16%
21,976
89
$387K 0.16%
1,057
90
$384K 0.16%
10,500
91
$383K 0.16%
1,685
92
$368K 0.15%
816
-15
93
$360K 0.15%
2,639
94
$360K 0.15%
+6,550
95
$359K 0.15%
7,051
+1
96
$328K 0.13%
2,485
97
$327K 0.13%
12,000
98
$322K 0.13%
1,655
99
$299K 0.12%
1,838
100
$299K 0.12%
990
1 2 3
4
5