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
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$164K
3
+$70.3K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$68.7K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$66.1K

Top Sells

1
+$317K
2
+$221K
3
+$217K
4
AFL icon
Aflac
AFL
+$216K
5
MSFT icon
Microsoft
MSFT
+$200K

Sector Composition

1 Technology 30.93%
2 Healthcare 30.76%
3 Industrials 10.73%
4 Financials 7.43%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$545K 0.24%
5,280
77
$543K 0.24%
52,410
-180
78
$502K 0.22%
13,419
79
$478K 0.21%
20,317
-437
80
$436K 0.2%
9,822
+2
81
$427K 0.19%
9,867
82
$402K 0.18%
1,007
83
$377K 0.17%
13,568
-500
84
$375K 0.17%
1,685
85
$371K 0.17%
4,910
86
$368K 0.16%
740
87
$361K 0.16%
6,275
88
$345K 0.15%
10,500
89
$344K 0.15%
2,639
90
$328K 0.15%
20,210
+10,105
91
$323K 0.14%
789
+1
92
$321K 0.14%
16,698
-50
93
$312K 0.14%
3,000
94
$305K 0.14%
2,485
95
$304K 0.14%
8,800
96
$278K 0.12%
+10,000
97
$266K 0.12%
827
98
$260K 0.12%
1,593
-165
99
$259K 0.12%
714
100
$253K 0.11%
990
1 2 3
4
5