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
$279M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.08M
3
+$282K
4
AVGO icon
Broadcom
AVGO
+$207K
5
NVDA icon
NVIDIA
NVDA
+$75.4K

Top Sells

1
+$491K
2
+$453K
3
+$371K
4
QCOM icon
Qualcomm
QCOM
+$323K
5
META icon
Meta Platforms (Facebook)
META
+$264K

Sector Composition

1 Technology 32.95%
2 Healthcare 25.96%
3 Communication Services 12.42%
4 Industrials 8.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$294K 0.11%
2,131
-59
102
$293K 0.1%
1,115
+21
103
$292K 0.1%
609
104
$285K 0.1%
14,930
-868
105
$282K 0.1%
+2,800
106
$282K 0.1%
11,400
107
$279K 0.1%
2,438
108
$268K 0.1%
1,255
109
$262K 0.09%
2,934
-71
110
$231K 0.08%
530
111
$217K 0.08%
1,384
-182
112
$216K 0.08%
3,259
113
$211K 0.08%
389
-15
114
$209K 0.07%
1,266
115
$207K 0.07%
+1,290
116
$205K 0.07%
4,959
-66
117
$201K 0.07%
2,078
118
$201K 0.07%
6,100
119
$75.6K 0.03%
20,000
-700
120
– –
-1,917
121
– –
-1,466
122
– –
-1,250
123
– –
-10,400
1 2 3 4
5