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
$288M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$208K
3
+$203K
4
VUG icon
Vanguard Growth ETF
VUG
+$82.9K
5
NVDA icon
NVIDIA
NVDA
+$35.6K

Top Sells

1
+$473K
2
+$399K
3
+$229K
4
VZ icon
Verizon
VZ
+$223K
5
TSLA icon
Tesla
TSLA
+$222K

Sector Composition

1 Technology 32.65%
2 Healthcare 24.72%
3 Communication Services 12.87%
4 Industrials 8.44%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$672K 0.23%
2,804
77
$656K 0.23%
32,713
-6,346
78
$635K 0.22%
1,007
79
$600K 0.21%
4,648
-150
80
$553K 0.19%
8,934
+1
81
$541K 0.19%
20,210
82
$537K 0.19%
39,185
-200
83
$537K 0.19%
7,100
84
$532K 0.18%
9,271
-383
85
$517K 0.18%
990
86
$515K 0.18%
1,777
87
$515K 0.18%
6,870
88
$501K 0.17%
23,785
-400
89
$493K 0.17%
1,685
90
$468K 0.16%
1,141
+202
91
$440K 0.15%
5,271
92
$439K 0.15%
748
-25
93
$437K 0.15%
10,500
94
$431K 0.15%
4,910
95
$411K 0.14%
15,502
-464
96
$399K 0.14%
42,807
-10,974
97
$388K 0.13%
503
98
$376K 0.13%
714
99
$371K 0.13%
11,433
-200
100
$346K 0.12%
1,094
2 3
4
5 6