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

Top Buys

1 +$3.29M
2 +$2.99M
3 +$374K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$360K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$276K

Top Sells

1 +$286K
2 +$231K
3 +$210K
4
ADP icon
Automatic Data Processing
ADP
+$203K
5
AABA
Altaba Inc
AABA
+$143K

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
-1,734
102
-2,000
103
-2,509