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
$247M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$280K
3
+$243K
4
TROW icon
T. Rowe Price
TROW
+$241K
5
ALL icon
Allstate
ALL
+$224K

Top Sells

1
+$894K
2
+$517K
3
+$408K
4
AAPL icon
Apple
AAPL
+$372K
5
VMW
VMware, Inc
VMW
+$213K

Sector Composition

1 Technology 32.39%
2 Healthcare 28.23%
3 Industrials 10.07%
4 Communication Services 7.65%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.11%
11,400
102
$264K 0.11%
2,078
103
$263K 0.11%
1,255
-15
104
$262K 0.11%
843
+1
105
$249K 0.1%
608
-220
106
$248K 0.1%
530
107
$248K 0.1%
3,005
108
$234K 0.09%
1,566
109
$224K 0.09%
+1,600
110
$212K 0.09%
+449
111
$205K 0.08%
+5,441
112
$184K 0.07%
20,210
113
$79K 0.03%
23,100
-100
114
$6.29K ﹤0.01%
10,400
115
– –
-51,372
116
– –
-1,279
117
– –
-37,655
1 2 3 4
5