AIA

AIMZ Investment Advisors Portfolio holdings

AUM $350M
1-Year Est. Return 22.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$446K
3
+$211K
4
AFL icon
Aflac
AFL
+$201K
5
VUG icon
Vanguard Growth ETF
VUG
+$196K

Top Sells

1
+$1.36M
2
+$106K
3
+$87.2K
4
ORCL icon
Oracle
ORCL
+$62K
5
META icon
Meta Platforms (Facebook)
META
+$29.6K

Sector Composition

1 Technology 31.47%
2 Healthcare 29.08%
3 Industrials 10.48%
4 Financials 7.63%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.11%
1,094
102
$257K 0.11%
8,800
103
$255K 0.11%
11,400
104
$246K 0.11%
1,566
-27
105
$242K 0.1%
530
106
$236K 0.1%
+503
107
$227K 0.1%
6,260
108
$213K 0.09%
+752
109
$210K 0.09%
+3,005
110
$207K 0.09%
5,569
-19
111
$205K 0.09%
2,078
112
$203K 0.09%
456
113
$96.5K 0.04%
23,200
1 2 3 4
5