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
$288M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$208K
3
+$203K
4
VUG icon
Vanguard Growth ETF
VUG
+$82.9K
5
NVDA icon
NVIDIA
NVDA
+$35.6K

Top Sells

1
+$473K
2
+$399K
3
+$229K
4
VZ icon
Verizon
VZ
+$223K
5
TSLA icon
Tesla
TSLA
+$222K

Sector Composition

1 Technology 32.65%
2 Healthcare 24.72%
3 Communication Services 12.87%
4 Industrials 8.44%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$343K 0.12%
5,475
-100
102
$315K 0.11%
1,935
-50
103
$299K 0.1%
1,290
104
$297K 0.1%
11,400
105
$293K 0.1%
2,834
106
$289K 0.1%
565
-25
107
$283K 0.1%
1,255
108
$277K 0.1%
12,178
-300
109
$249K 0.09%
530
110
$248K 0.09%
1,711
111
$242K 0.08%
2,438
112
$241K 0.08%
1,250
113
$241K 0.08%
2,400
-400
114
$237K 0.08%
2,056
-28
115
$235K 0.08%
2,000
116
$234K 0.08%
3,259
117
$226K 0.08%
16,095
-2,738
118
$223K 0.08%
1,331
119
$219K 0.08%
1,957
-121
120
$212K 0.07%
1,100
121
$208K 0.07%
+6,100
122
$204K 0.07%
2,488
123
$203K 0.07%
+1,822
124
$84.6K 0.03%
19,100
-600
125
– –
-4,959
2 3 4
5
6