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
$204M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$215K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$204K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$66.1K

Top Sells

1
+$381K
2
+$208K
3
+$68.3K
4
CI icon
Cigna
CI
+$41.1K
5
AMGN icon
Amgen
AMGN
+$39.3K

Sector Composition

1 Technology 30.52%
2 Healthcare 26.84%
3 Industrials 13.14%
4 Financials 8.64%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.12%
1,351
102
$226K 0.11%
1,069
103
$215K 0.11%
+600
104
$212K 0.1%
1,592
+18
105
$204K 0.1%
+5,200
106
$179K 0.09%
25,045
107
$143K 0.07%
2,187
-50
108
$130K 0.06%
10,612
109
$96K 0.05%
24,200
110
– –
-584
111
– –
-8,011
1 2 3 4
5