AIA
AIMZ Investment Advisors Portfolio holdings
AUM $286M
AUM
$286M
AUM Growth
-$1.43M (-0.5%)
Cap. Flow
+$8.17M
Cap. Flow % of AUM
2.85%
Top 10 Holdings %Top 10 Hldgs %
34.46%
Holding
130
New
6
Increased
41
Reduced
44
Closed
5
Top Buys
| 1 | $3.62M | |
| 2 | $1.97M | |
| 3 | $1.16M | |
| 4 | $334K | |
| 5 | $240K |
Top Sells
| 1 | $725K | |
| 2 | $333K | |
| 3 | $101K | |
| 4 | $84.4K | |
| 5 | $77.1K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,056 | Closed | – | |||
| $0 | 0% | 0 -1,822 | Closed | – | |||
| $0 | 0% | 0 -1,957 | Closed | – | |||
| $0 | 0% | 0 -2,488 | Closed | – | |||
| $0 | 0% | 0 -2,000 | Closed | – |
