AIA

AIMZ Investment Advisors Portfolio holdings

AUM $350M
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$952K
3
+$204K
4
GPN icon
Global Payments
GPN
+$202K
5
MET icon
MetLife
MET
+$192K

Top Sells

1
+$714K
2
+$266K
3
+$242K
4
MSFT icon
Microsoft
MSFT
+$177K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$176K

Sector Composition

1 Technology 33.89%
2 Healthcare 23.62%
3 Communication Services 13.03%
4 Industrials 8.41%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$376K 0.13%
2,055
102
$372K 0.12%
4,910
103
$371K 0.12%
5,275
104
$356K 0.12%
1,290
105
$333K 0.11%
11,514
-497
106
$315K 0.11%
11,400
107
$299K 0.1%
2,834
108
$292K 0.1%
1,332
109
$284K 0.1%
1,102
110
$278K 0.09%
1,747
-56
111
$265K 0.09%
530
112
$255K 0.09%
1,783
113
$252K 0.08%
2,812
114
$245K 0.08%
+1,998
115
$238K 0.08%
3,259
116
$233K 0.08%
1,250
117
$233K 0.08%
6,100
118
$226K 0.08%
+1,822
119
$225K 0.08%
5,209
120
$216K 0.07%
+525
121
$211K 0.07%
1,050
122
$209K 0.07%
1,780
+10
123
$208K 0.07%
778
124
$208K 0.07%
39,185
125
$206K 0.07%
2,800
-575
2 3 4
5
6