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
$268M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$1.33M
3
+$477K
4
META icon
Meta Platforms (Facebook)
META
+$280K
5
DELL icon
Dell
DELL
+$250K

Top Sells

1
+$625K
2
+$369K
3
+$276K
4
HD icon
Home Depot
HD
+$269K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$260K

Sector Composition

1 Technology 30.35%
2 Healthcare 27.03%
3 Communication Services 11.9%
4 Industrials 9.13%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$290K 0.11%
843
102
$289K 0.11%
11,400
103
$278K 0.1%
15,798
-400
104
$278K 0.1%
2,078
105
$270K 0.1%
609
+1
106
$258K 0.1%
3,005
107
$258K 0.1%
1,255
108
$254K 0.09%
530
109
$250K 0.09%
+2,190
110
$247K 0.09%
1,566
111
$235K 0.09%
+1,917
112
$220K 0.08%
6,100
-2,700
113
$211K 0.08%
5,025
-416
114
$209K 0.08%
404
-45
115
$205K 0.08%
+1,266
116
$205K 0.08%
+1,466
117
$202K 0.08%
+1,250
118
$200K 0.07%
+3,259
119
$73.3K 0.03%
20,700
-2,400
120
$649 ﹤0.01%
10,400
121
– –
-1,600
1 2 3 4
5