AIA

AIMZ Investment Advisors Portfolio holdings

AUM $350M
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$204K
3 +$203K
4
META icon
Meta Platforms (Facebook)
META
+$176K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$65K

Top Sells

1 +$3.74M
2 +$211K
3 +$162K
4
DLTR icon
Dollar Tree
DLTR
+$121K
5
QCOM icon
Qualcomm
QCOM
+$116K

Sector Composition

1 Technology 29.95%
2 Healthcare 25.21%
3 Industrials 13.61%
4 Financials 7.17%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-37,705