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
$130M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$959K
3 +$677K
4
CELG
Celgene Corp
CELG
+$276K
5
META icon
Meta Platforms (Facebook)
META
+$97.7K

Top Sells

1 +$2.33M
2 +$1.72M
3 +$361K
4
VTRS icon
Viatris
VTRS
+$262K
5
AMZN icon
Amazon
AMZN
+$258K

Sector Composition

1 Technology 28.48%
2 Healthcare 25.86%
3 Industrials 14.46%
4 Financials 7.13%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,409
102
-779
103
-3,000
104
-7,146
105
-18,126