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

Top Buys

1
+$2.95M
2
+$1.07M
3
+$744K
4
CELG
Celgene Corp
CELG
+$318K
5
META icon
Meta Platforms (Facebook)
META
+$108K

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
– –
-18,126
105
– –
-7,146
1 2 3 4
5