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
$279M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.08M
3
+$282K
4
AVGO icon
Broadcom
AVGO
+$207K
5
NVDA icon
NVIDIA
NVDA
+$75.4K

Top Sells

1
+$491K
2
+$453K
3
+$371K
4
QCOM icon
Qualcomm
QCOM
+$323K
5
META icon
Meta Platforms (Facebook)
META
+$264K

Sector Composition

1 Technology 32.95%
2 Healthcare 25.96%
3 Communication Services 12.42%
4 Industrials 8.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$667K 0.24%
11,235
-1,095
77
$629K 0.23%
740
78
$623K 0.22%
75,400
-9,375
79
$616K 0.22%
15,500
-3,589
80
$585K 0.21%
8,367
-500
81
$566K 0.2%
9,650
-2,044
82
$504K 0.18%
1,977
83
$490K 0.18%
4,798
-940
84
$483K 0.17%
2,389
-200
85
$480K 0.17%
8,931
+2
86
$468K 0.17%
1,985
-100
87
$455K 0.16%
503
88
$448K 0.16%
16,000
-233
89
$440K 0.16%
990
90
$439K 0.16%
19,074
-63
91
$420K 0.15%
772
92
$410K 0.15%
5,675
93
$402K 0.14%
1,685
94
$400K 0.14%
10,500
95
$373K 0.13%
4,910
96
$353K 0.13%
944
+101
97
$347K 0.12%
20,210
98
$334K 0.12%
5,319
99
$322K 0.12%
11,633
100
$315K 0.11%
714
1 2 3
4
5