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
$167M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$666K
3
+$222K
4
DIS icon
Walt Disney
DIS
+$212K
5
DELL icon
Dell
DELL
+$200K

Top Sells

1
+$408K
2
+$299K
3
+$209K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$168K
5
VTV icon
Vanguard Value ETF
VTV
+$160K

Sector Composition

1 Technology 31.93%
2 Healthcare 27.31%
3 Industrials 13.72%
4 Financials 7.64%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,531
102
– –
-22,705
1 2 3 4
5