AIA

AIMZ Investment Advisors Portfolio holdings

AUM $350M
1-Year Est. Return 22.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.29%
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
+$3.92M
2
+$3.53M
3
+$3.33M
4
AAPL icon
Apple
AAPL
+$3.05M
5
MSFT icon
Microsoft
MSFT
+$2.99M

Top Sells

1
+$205K
2
+$202K
3
+$37K
4
WFM
Whole Foods Market Inc
WFM
+$17.6K
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$15.3K

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%
20,200
104
$205K 0.09%
+3,298
105
$201K 0.09%
+1,300
106
$201K 0.09%
+10,650
107
– –
-2,000
108
– –
-5,726
1 2 3 4
5