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
$227M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$4.21M
2 +$3.89M
3 +$3.57M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$3.49M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$3.24M

Top Sells

1 +$205K
2 +$202K
3 +$42.7K
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$17.7K
5
WFM
Whole Foods Market Inc
WFM
+$17.5K

Sector Composition

1 Technology 28.85%
2 Healthcare 21.24%
3 Industrials 12.87%
4 Consumer Discretionary 11.5%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.09%
+5,240
102
$209K 0.09%
+3,331
103
$207K 0.09%
2,020
104
$205K 0.09%
+3,298
105
$201K 0.09%
+1,300
106
$201K 0.09%
+10,650
107
-2,000
108
-5,726