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

Top Buys

1 +$3.49M
2 +$664K
3 +$234K
4
DELL icon
Dell
DELL
+$220K
5
DIS icon
Walt Disney
DIS
+$211K

Top Sells

1 +$433K
2 +$306K
3 +$209K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$167K
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