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
$293M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$231K
3
+$219K
4
ALL icon
Allstate
ALL
+$209K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$206K

Top Sells

1
+$957K
2
+$226K
3
+$211K
4
SPR icon
Spirit AeroSystems
SPR
+$201K
5
INFY icon
Infosys
INFY
+$160K

Sector Composition

1 Technology 32.34%
2 Healthcare 25.96%
3 Communication Services 11.86%
4 Industrials 8.77%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$317K 0.11%
2,834
-100
102
$305K 0.1%
11,400
103
$301K 0.1%
1,094
-21
104
$288K 0.1%
590
-19
105
$282K 0.1%
2,800
106
$280K 0.1%
530
107
$275K 0.09%
12,478
-2,452
108
$264K 0.09%
+7,100
109
$259K 0.09%
1,255
110
$257K 0.09%
2,438
111
$252K 0.09%
1,711
+327
112
$247K 0.08%
2,084
-47
113
$231K 0.08%
+1,250
114
$231K 0.08%
1,331
+65
115
$223K 0.08%
4,959
116
$223K 0.08%
1,290
117
$221K 0.08%
3,259
118
$219K 0.07%
+2,000
119
$213K 0.07%
2,078
120
$209K 0.07%
+1,100
121
$206K 0.07%
+1,750
122
$205K 0.07%
+2,488
123
$201K 0.07%
+975
124
$86.1K 0.03%
19,700
-300
125
– –
-389
2 3 4
5
6