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
$145M
AUM Growth
-$686K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$553K
2 +$352K
3 +$241K
4
META icon
Meta Platforms (Facebook)
META
+$217K
5
V icon
Visa
V
+$213K

Top Sells

1 +$928K
2 +$455K
3 +$202K
4
DELL icon
Dell
DELL
+$202K
5
NVS icon
Novartis
NVS
+$157K

Sector Composition

1 Technology 30.35%
2 Healthcare 23.42%
3 Industrials 14.29%
4 Financials 7.64%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,300
102
-18,948