AIA

AIMZ Investment Advisors Portfolio holdings

AUM $319M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.97M
3
+$1.16M
4
TROW icon
T. Rowe Price
TROW
+$334K
5
WRB icon
W.R. Berkley
WRB
+$240K

Top Sells

1
+$725K
2
+$333K
3
+$237K
4
TTD icon
Trade Desk
TTD
+$235K
5
GPN icon
Global Payments
GPN
+$219K

Sector Composition

1 Technology 32.47%
2 Healthcare 26.02%
3 Communication Services 11.33%
4 Industrials 8.65%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$710K 0.25%
2,893
+89
77
$697K 0.24%
4,743
+95
78
$685K 0.24%
1,007
79
$682K 0.24%
66,252
-4,300
80
$605K 0.21%
8,935
+1
81
$563K 0.2%
9,274
+3
82
$555K 0.19%
1,777
83
$538K 0.19%
961
+213
84
$517K 0.18%
20,210
85
$516K 0.18%
6,870
86
$515K 0.18%
6,100
-1,000
87
$515K 0.18%
1,685
88
$490K 0.17%
990
89
$488K 0.17%
7,922
+50
90
$483K 0.17%
584
+81
91
$474K 0.17%
42,424
-383
92
$473K 0.17%
1,009
+444
93
$469K 0.16%
23,785
94
$423K 0.15%
1,141
95
$422K 0.15%
1,204
+110
96
$413K 0.14%
11,433
97
$405K 0.14%
5,271
98
$400K 0.14%
15,799
+297
99
$398K 0.14%
10,500
100
$391K 0.14%
714
2 3
4
5 6