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
$293M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$231K
3
+$219K
4
ALL icon
Allstate
ALL
+$209K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$206K

Top Sells

1
+$957K
2
+$226K
3
+$211K
4
SPR icon
Spirit AeroSystems
SPR
+$201K
5
INFY icon
Infosys
INFY
+$160K

Sector Composition

1 Technology 32.34%
2 Healthcare 25.96%
3 Communication Services 11.86%
4 Industrials 8.77%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$669K 0.23%
755
+15
77
$656K 0.22%
4,798
78
$653K 0.22%
11,555
+320
79
$608K 0.21%
9,654
+4
80
$603K 0.21%
8,367
81
$591K 0.2%
2,804
+415
82
$582K 0.2%
8,933
+2
83
$541K 0.18%
1,777
-200
84
$486K 0.17%
990
85
$483K 0.16%
6,870
86
$482K 0.16%
53,781
-3,941
87
$466K 0.16%
1,685
88
$462K 0.16%
15,966
-34
89
$456K 0.16%
5,271
-48
90
$446K 0.15%
503
91
$443K 0.15%
773
+1
92
$436K 0.15%
10,500
93
$411K 0.14%
4,910
94
$401K 0.14%
1,985
95
$397K 0.14%
18,833
-241
96
$385K 0.13%
11,633
97
$368K 0.13%
5,575
-100
98
$360K 0.12%
939
-5
99
$353K 0.12%
714
100
$341K 0.12%
20,210
2 3
4
5 6