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
$268M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$1.33M
3
+$477K
4
META icon
Meta Platforms (Facebook)
META
+$280K
5
DELL icon
Dell
DELL
+$250K

Top Sells

1
+$625K
2
+$369K
3
+$276K
4
HD icon
Home Depot
HD
+$269K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$260K

Sector Composition

1 Technology 30.35%
2 Healthcare 27.03%
3 Communication Services 11.9%
4 Industrials 9.13%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$671K 0.25%
8,024
77
$628K 0.23%
8,867
78
$609K 0.23%
3,467
-1,373
79
$558K 0.21%
19,137
-600
80
$557K 0.21%
1,977
81
$542K 0.2%
740
82
$519K 0.19%
2,589
83
$513K 0.19%
5,611
-48
84
$509K 0.19%
5,738
-359
85
$471K 0.18%
8,929
-699
86
$450K 0.17%
16,233
-693
87
$430K 0.16%
2,085
88
$421K 0.16%
1,685
89
$412K 0.15%
10,500
90
$404K 0.15%
772
-19
91
$395K 0.15%
990
92
$391K 0.15%
503
93
$380K 0.14%
5,675
-500
94
$369K 0.14%
20,210
95
$353K 0.13%
4,910
96
$344K 0.13%
714
97
$341K 0.13%
5,319
98
$320K 0.12%
11,633
-1,600
99
$310K 0.12%
2,438
-75
100
$305K 0.11%
1,094
1 2 3
4
5