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
$141M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$233K
2 +$219K
3 +$211K
4
META icon
Meta Platforms (Facebook)
META
+$145K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$24.1K

Top Sells

1 +$827K
2 +$244K
3 +$204K
4
PNC icon
PNC Financial Services
PNC
+$200K
5
NTAP icon
NetApp
NTAP
+$149K

Sector Composition

1 Technology 29.23%
2 Healthcare 24.7%
3 Industrials 12.49%
4 Consumer Discretionary 8.03%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,325
102
-1,754
103
-12,775