AIA

AIMZ Investment Advisors Portfolio holdings

AUM $350M
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$952K
3
+$204K
4
GPN icon
Global Payments
GPN
+$202K
5
MET icon
MetLife
MET
+$192K

Top Sells

1
+$714K
2
+$266K
3
+$242K
4
MSFT icon
Microsoft
MSFT
+$177K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$176K

Sector Composition

1 Technology 33.89%
2 Healthcare 23.62%
3 Communication Services 13.03%
4 Industrials 8.41%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$723K 0.24%
730
-25
77
$714K 0.24%
4,693
-50
78
$699K 0.23%
31,188
-533
79
$681K 0.23%
6,750
80
$678K 0.23%
6,845
-25
81
$669K 0.22%
64,557
-1,695
82
$665K 0.22%
8,937
+2
83
$613K 0.21%
7,922
84
$597K 0.2%
8,882
-392
85
$571K 0.19%
925
-36
86
$564K 0.19%
20,210
87
$557K 0.19%
1,010
+1
88
$538K 0.18%
990
89
$520K 0.17%
1,685
90
$481K 0.16%
41,921
-503
91
$475K 0.16%
1,627
-150
92
$472K 0.16%
1,076
-65
93
$455K 0.15%
584
94
$428K 0.14%
1,204
95
$427K 0.14%
10,500
96
$421K 0.14%
23,785
97
$411K 0.14%
5,271
98
$401K 0.13%
714
99
$385K 0.13%
11,367
-66
100
$381K 0.13%
15,735
-64
2 3
4
5 6