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
$257M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.51M
3
+$584K
4
EBS icon
Emergent Biosolutions
EBS
+$557K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$531K

Top Sells

1
+$215K
2
+$204K
3
+$154K
4
IBM icon
IBM
IBM
+$136K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$76.6K

Sector Composition

1 Technology 32.7%
2 Healthcare 27.96%
3 Industrials 12.86%
4 Financials 7.54%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.11%
2,121
102
$273K 0.11%
590
103
$271K 0.11%
1,351
104
$268K 0.1%
6,260
105
$265K 0.1%
1,592
106
$249K 0.1%
1,608
107
$236K 0.09%
+6,264
108
$232K 0.09%
1,069
109
$226K 0.09%
+1,384
110
$216K 0.08%
+1,838
111
$215K 0.08%
2,131
-438
112
$213K 0.08%
+664
113
$208K 0.08%
4,800
114
$206K 0.08%
+1,781
115
$205K 0.08%
3,650
-2,750
116
$205K 0.08%
+530
117
$202K 0.08%
+3,466
118
$151K 0.06%
24,200
119
$118K 0.05%
25,045
120
– –
-1,600
121
– –
-8,950
1 2 3 4
5