AIA

AIMZ Investment Advisors Portfolio holdings

AUM $319M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.97M
3
+$1.16M
4
TROW icon
T. Rowe Price
TROW
+$334K
5
WRB icon
W.R. Berkley
WRB
+$240K

Top Sells

1
+$725K
2
+$333K
3
+$237K
4
TTD icon
Trade Desk
TTD
+$235K
5
GPN icon
Global Payments
GPN
+$219K

Sector Composition

1 Technology 32.47%
2 Healthcare 26.02%
3 Communication Services 11.33%
4 Industrials 8.65%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$387K 0.14%
5,275
-200
102
$350K 0.12%
4,910
103
$348K 0.12%
39,185
104
$340K 0.12%
12,011
-167
105
$315K 0.11%
2,834
106
$307K 0.11%
1,803
+472
107
$303K 0.11%
11,400
108
$298K 0.1%
1,783
+72
109
$298K 0.1%
2,055
+120
110
$295K 0.1%
2,812
+374
111
$271K 0.09%
530
112
$266K 0.09%
1,255
113
$242K 0.08%
2,400
114
$240K 0.08%
+3,375
115
$236K 0.08%
+5,209
116
$221K 0.08%
+1,102
117
$220K 0.08%
1,250
118
$217K 0.08%
1,050
-50
119
$216K 0.08%
1,290
120
$214K 0.07%
+1,770
121
$213K 0.07%
3,259
122
$210K 0.07%
6,100
123
$206K 0.07%
+778
124
$123K 0.04%
14,995
-1,100
125
$101K 0.04%
19,100
2 3 4
5
6