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
$119M
AUM Growth
+$332K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$762K
2 +$619K
3 +$190K
4
META icon
Meta Platforms (Facebook)
META
+$87.6K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$31.4K

Top Sells

1 +$687K
2 +$239K
3 +$212K
4
CHKP icon
Check Point Software Technologies
CHKP
+$143K
5
IBM icon
IBM
IBM
+$132K

Sector Composition

1 Technology 29.21%
2 Healthcare 23.2%
3 Industrials 12.82%
4 Consumer Staples 7.3%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,794