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
$233M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$712K
2 +$415K
3 +$236K
4
VUG icon
Vanguard Growth ETF
VUG
+$213K
5
AFL icon
Aflac
AFL
+$210K

Top Sells

1 +$1.52M
2 +$115K
3 +$89.5K
4
ORCL icon
Oracle
ORCL
+$71.5K
5
META icon
Meta Platforms (Facebook)
META
+$34.4K

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