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

Top Buys

1 +$762K
2 +$665K
3 +$202K
4
META icon
Meta Platforms (Facebook)
META
+$88.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$31.7K

Top Sells

1 +$687K
2 +$239K
3 +$212K
4
CHKP icon
Check Point Software Technologies
CHKP
+$145K
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,794