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
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.22M
3
+$84.4K

Top Sells

1
+$4.41M
2
+$3.87M
3
+$3.09M
4
MSFT icon
Microsoft
MSFT
+$3.06M
5
AMGN icon
Amgen
AMGN
+$3.04M

Sector Composition

1 Technology 27.85%
2 Healthcare 22.36%
3 Industrials 13.66%
4 Consumer Discretionary 9.6%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,050
102
– –
-23,600
103
– –
-5,240
104
– –
-10,650
105
– –
-5,208
106
– –
-225,140
107
– –
-9,525
1 2 3 4
5