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
$109M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.3M
3
+$88.1K

Top Sells

1
+$4.35M
2
+$3.82M
3
+$3.28M
4
CHKP icon
Check Point Software Technologies
CHKP
+$3.14M
5
MSFT icon
Microsoft
MSFT
+$3.11M

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