AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$299M
This Quarter Return
+2.14%
1 Year Return
+12.69%
3 Year Return
+66.69%
5 Year Return
+124.55%
10 Year Return
+294.34%
AUM
$119M
AUM Growth
+$119M
(+0.28%)
Cap. Flow
-$554K
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
27.8%
Holding
101
New
2
Increased
17
Reduced
47
Closed
3
Top Buys
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
$762K |
| 2 |
Teva Pharmaceuticals
TEVA
|
$665K |
| 3 |
Wipro
WIT
|
$365K |
| 4 |
Boeing
BA
|
$202K |
| 5 |
Meta Platforms (Facebook)
META
|
$88.9K |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
$687K |
| 2 |
Altria Group
MO
|
$239K |
| 3 |
Philip Morris
PM
|
$212K |
| 4 |
Check Point Software Technologies
CHKP
|
$145K |
| 5 |
Microsoft
MSFT
|
$130K |
Sector Composition
| 1 | Technology | 29.21% |
| 2 | Healthcare | 23.2% |
| 3 | Industrials | 12.82% |
| 4 | Consumer Staples | 7.3% |
| 5 | Consumer Discretionary | 7.25% |