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
$209M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.09M
3
+$72.1K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$43.6K
5
PRLB icon
Protolabs
PRLB
+$33.5K

Top Sells

1
+$4.05M
2
+$327K
3
+$299K
4
DIS icon
Walt Disney
DIS
+$221K
5
AFL icon
Aflac
AFL
+$214K

Sector Composition

1 Healthcare 30.84%
2 Technology 29.7%
3 Industrials 13.23%
4 Financials 7.72%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$230K 0.11%
2,563
102
$230K 0.11%
2,078
-43
103
$226K 0.11%
2,485
104
$226K 0.11%
6,260
105
$210K 0.1%
2,095
+6
106
$210K 0.1%
1,334
-17
107
$210K 0.1%
1,069
108
$203K 0.1%
1,600
109
$112K 0.05%
24,200
110
– –
-3,318
111
– –
-1,608
112
– –
-74,426
113
– –
-990
114
– –
-1,592
115
– –
-12,000
116
– –
-1,322
1 2 3 4
5