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
$233M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$415K
3
+$236K
4
VUG icon
Vanguard Growth ETF
VUG
+$213K
5
AFL icon
Aflac
AFL
+$210K

Top Sells

1
+$1.52M
2
+$115K
3
+$89.5K
4
ORCL icon
Oracle
ORCL
+$71.5K
5
META icon
Meta Platforms (Facebook)
META
+$34.4K

Sector Composition

1 Technology 31.47%
2 Healthcare 29.08%
3 Industrials 10.48%
4 Financials 7.63%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$573K 0.25%
13,419
77
$561K 0.24%
5,659
78
$528K 0.23%
6,309
-209
79
$488K 0.21%
1,007
80
$464K 0.2%
20,124
-193
81
$439K 0.19%
9,824
+2
82
$423K 0.18%
10,000
83
$398K 0.17%
740
84
$384K 0.16%
2,639
85
$383K 0.16%
52,122
-288
86
$379K 0.16%
6,275
87
$370K 0.16%
1,685
88
$363K 0.16%
3,000
89
$361K 0.16%
10,500
90
$359K 0.15%
2,485
91
$357K 0.15%
4,910
92
$356K 0.15%
13,468
-100
93
$350K 0.15%
790
+1
94
$339K 0.15%
990
95
$334K 0.14%
20,210
96
$306K 0.13%
828
+1
97
$281K 0.12%
714
98
$266K 0.11%
16,698
99
$264K 0.11%
1,270
100
$260K 0.11%
2,513
1 2 3
4
5