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
$247M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$280K
3
+$243K
4
TROW icon
T. Rowe Price
TROW
+$241K
5
ALL icon
Allstate
ALL
+$224K

Top Sells

1
+$894K
2
+$517K
3
+$408K
4
AAPL icon
Apple
AAPL
+$372K
5
VMW
VMware, Inc
VMW
+$213K

Sector Composition

1 Technology 32.39%
2 Healthcare 28.23%
3 Industrials 10.07%
4 Communication Services 7.65%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$566K 0.23%
19,737
-294
77
$557K 0.23%
6,097
-152
78
$543K 0.22%
5,659
79
$535K 0.22%
8,867
-1,000
80
$520K 0.21%
10,500
81
$488K 0.2%
740
82
$487K 0.2%
16,926
-29
83
$440K 0.18%
2,589
-50
84
$420K 0.17%
9,628
-198
85
$409K 0.17%
2,900
-100
86
$406K 0.16%
6,175
87
$394K 0.16%
10,500
88
$393K 0.16%
1,685
89
$376K 0.15%
791
+1
90
$367K 0.15%
4,910
91
$359K 0.15%
13,233
-35
92
$350K 0.14%
5,319
93
$338K 0.14%
2,085
-150
94
$334K 0.14%
990
95
$305K 0.12%
714
96
$293K 0.12%
503
97
$292K 0.12%
2,513
98
$285K 0.12%
1,094
99
$280K 0.11%
+8,800
100
$272K 0.11%
16,198
-300
1 2 3
4
5