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
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$164K
3
+$70.3K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$68.7K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$66.1K

Top Sells

1
+$317K
2
+$221K
3
+$217K
4
AFL icon
Aflac
AFL
+$216K
5
MSFT icon
Microsoft
MSFT
+$200K

Sector Composition

1 Technology 30.93%
2 Healthcare 30.76%
3 Industrials 10.73%
4 Financials 7.43%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.11%
2,513
102
$249K 0.11%
11,400
103
$247K 0.11%
1,094
104
$245K 0.11%
530
105
$243K 0.11%
1,270
-50
106
$219K 0.1%
2,078
107
$217K 0.1%
5,588
-1,005
108
$210K 0.09%
456
-53
109
$204K 0.09%
6,260
110
$114K 0.05%
23,200
111
– –
-3,005
112
– –
-1,600
113
– –
-1,402
114
– –
-5,319
1 2 3 4
5