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
$133M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$493K
2 +$217K
3 +$215K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$214K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$207K

Top Sells

1 +$327K
2 +$207K
3 +$103K
4
DO
Diamond Offshore Drilling
DO
+$76.7K
5
CI icon
Cigna
CI
+$76.1K

Sector Composition

1 Technology 29.51%
2 Healthcare 21.68%
3 Industrials 13.75%
4 Consumer Discretionary 7.78%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,450