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
$209M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.09M
3
+$72.1K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$43.6K
5
PRLB icon
Protolabs
PRLB
+$33.5K

Top Sells

1
+$4.05M
2
+$327K
3
+$299K
4
DIS icon
Walt Disney
DIS
+$221K
5
AFL icon
Aflac
AFL
+$214K

Sector Composition

1 Healthcare 30.84%
2 Technology 29.7%
3 Industrials 13.23%
4 Financials 7.72%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.22%
4,340
77
$430K 0.21%
9,867
78
$415K 0.2%
9,967
+1
79
$410K 0.2%
855
80
$394K 0.19%
14,518
81
$381K 0.18%
5,394
82
$376K 0.18%
4,924
83
$369K 0.18%
4,910
84
$355K 0.17%
6,985
-66
85
$354K 0.17%
1,685
86
$348K 0.17%
16,598
-5,378
87
$346K 0.17%
1,978
88
$342K 0.16%
6,550
89
$337K 0.16%
1,057
90
$328K 0.16%
3,000
-600
91
$322K 0.15%
10,500
92
$297K 0.14%
2,639
93
$297K 0.14%
787
-29
94
$288K 0.14%
1,655
95
$287K 0.14%
9,800
96
$262K 0.13%
1,811
-27
97
$254K 0.12%
530
98
$252K 0.12%
522
-53
99
$252K 0.12%
12,096
100
$232K 0.11%
826
1 2 3
4
5