AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$299M
This Quarter Return
-1.55%
1 Year Return
+12.69%
3 Year Return
+66.69%
5 Year Return
+124.55%
10 Year Return
+294.34%
AUM
$225M
AUM Growth
+$225M
(-3.4%)
Cap. Flow
-$598K
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
36.1%
Holding
116
New
3
Increased
13
Reduced
61
Closed
4
Top Buys
| 1 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$636K |
| 2 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
$277K |
| 3 |
Western Alliance Bancorporation
WAL
|
$245K |
| 4 |
VMW
VMware, Inc
VMW
|
$213K |
| 5 |
Sempra
SRE
|
$167K |
Top Sells
| 1 |
Spirit AeroSystems
SPR
|
$257K |
| 2 |
Southwest Airlines
LUV
|
$227K |
| 3 |
Verizon
VZ
|
$207K |
| 4 |
Elevance Health
ELV
|
$203K |
| 5 |
Meta Platforms (Facebook)
META
|
$116K |
Sector Composition
| 1 | Technology | 31.12% |
| 2 | Healthcare | 29.65% |
| 3 | Industrials | 9.83% |
| 4 | Financials | 7.5% |
| 5 | Communication Services | 7.34% |
