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

Top Buys

1
+$689K
2
+$316K
3
+$282K
4
SPR
Spirit AeroSystems
SPR
+$281K
5
WAL icon
Western Alliance Bancorporation
WAL
+$265K

Top Sells

1
+$82.6K
2
+$77.1K
3
+$54K
4
UNH icon
UnitedHealth
UNH
+$44.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$44K

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
1 2 3 4
5