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
$138M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.22M
3
+$386K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$370K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$288K

Top Sells

1
+$277K
2
+$231K
3
+$210K
4
ADP icon
Automatic Data Processing
ADP
+$203K
5
AABA
Altaba Inc
AABA
+$146K

Sector Composition

1 Technology 29.04%
2 Healthcare 24.45%
3 Industrials 13.14%
4 Consumer Discretionary 7.47%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,000
102
– –
-2,509
103
– –
-1,734
1 2 3 4
5