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
$212M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$630K
3
+$263K
4
MA icon
Mastercard
MA
+$248K
5
V icon
Visa
V
+$227K

Top Sells

1
+$406K
2
+$250K
3
+$215K
4
EBS icon
Emergent Biosolutions
EBS
+$201K
5
BEN icon
Franklin Resources
BEN
+$179K

Sector Composition

1 Healthcare 33.16%
2 Technology 28.91%
3 Industrials 10.58%
4 Financials 8.11%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.12%
6,593
-165
102
$251K 0.12%
11,400
-696
103
$248K 0.12%
+714
104
$242K 0.11%
2,485
105
$227K 0.11%
+1,094
106
$221K 0.1%
1,402
-16
107
$220K 0.1%
827
+1
108
$217K 0.1%
+1,600
109
$216K 0.1%
+3,005
110
$211K 0.1%
+6,260
111
$206K 0.1%
2,078
112
$137K 0.06%
+10,105
113
$108K 0.05%
23,200
-1,000
1 2 3 4
5