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
$223M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.82M
3
+$576K
4
NVDA icon
NVIDIA
NVDA
+$240K
5
PLTR icon
Palantir
PLTR
+$236K

Top Sells

1
+$3.12M
2
+$143K
3
+$87.9K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$80.2K
5
EXPD icon
Expeditors International
EXPD
+$78.5K

Sector Composition

1 Technology 32.2%
2 Healthcare 27.47%
3 Industrials 12.42%
4 Financials 9.02%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$276K 0.12%
12,096
102
$258K 0.12%
1,351
103
$250K 0.11%
1,069
104
$247K 0.11%
2,557
+12
105
$246K 0.11%
1,592
106
$240K 0.11%
+12,000
107
$236K 0.11%
+8,950
108
$225K 0.1%
590
-10
109
$210K 0.09%
5,200
110
$209K 0.09%
+1,600
111
$169K 0.08%
25,045
112
$162K 0.07%
+11,375
113
$129K 0.06%
24,200
114
$118K 0.05%
10,612
115
– –
-2,187
116
– –
-55,198
1 2 3 4
5