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
$155M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$224K
3 +$224K
4
COST icon
Costco
COST
+$209K
5
DELL icon
Dell
DELL
+$206K

Top Sells

1 +$166K
2 +$155K
3 +$150K
4
UNH icon
UnitedHealth
UNH
+$141K
5
MSFT icon
Microsoft
MSFT
+$131K

Sector Composition

1 Technology 29.74%
2 Healthcare 25.08%
3 Industrials 12.26%
4 Consumer Discretionary 7.5%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$182K 0.12%
3,370
-125
102
$170K 0.11%
11,401
103
$152K 0.1%
27,250
+3,700
104
$114K 0.07%
21,882