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
$191M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$665K
2 +$383K
3 +$326K
4
SRE icon
Sempra
SRE
+$313K
5
AAPL icon
Apple
AAPL
+$311K

Top Sells

1 +$93.7K
2 +$90.3K
3 +$48.3K
4
UNH icon
UnitedHealth
UNH
+$47K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$46.4K

Sector Composition

1 Technology 32.81%
2 Healthcare 25.43%
3 Industrials 13.43%
4 Financials 8.22%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$223K 0.12%
+1,574
102
$222K 0.12%
2,532
+15
103
$208K 0.11%
+584
104
$201K 0.11%
+1,351
105
$181K 0.09%
25,045
106
$120K 0.06%
2,237
+50
107
$95K 0.05%
24,200
108
$94K 0.05%
10,612