AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$299M
This Quarter Return
+10.01%
1 Year Return
+12.69%
3 Year Return
+66.69%
5 Year Return
+124.55%
10 Year Return
+294.34%
AUM
$155M
AUM Growth
+$155M
(+6.4%)
Cap. Flow
-$2.54M
Cap. Flow
% of AUM
-1.65%
Top 10 Holdings %
Top 10 Hldgs %
31.1%
Holding
101
New
3
Increased
17
Reduced
56
Closed
2
Top Buys
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$3.74M |
| 2 |
Intuitive Surgical
ISRG
|
$211K |
| 3 |
Apple
AAPL
|
$185K |
| 4 |
Qualcomm
QCOM
|
$123K |
| 5 |
Dollar Tree
DLTR
|
$108K |
Sector Composition
| 1 | Technology | 29.95% |
| 2 | Healthcare | 25.21% |
| 3 | Industrials | 13.61% |
| 4 | Financials | 7.17% |
| 5 | Consumer Discretionary | 5.83% |