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
$109M
AUM Growth
-$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.32M
3 +$583K
4
PYPL icon
PayPal
PYPL
+$324K
5
NFLX icon
Netflix
NFLX
+$209K

Top Sells

1 +$351K
2 +$313K
3 +$276K
4
HPQ icon
HP
HPQ
+$255K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$245K

Sector Composition

1 Technology 28.26%
2 Healthcare 21.23%
3 Industrials 12.24%
4 Consumer Discretionary 11.31%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,200