AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$319M
1-Year Est. Return
14.58%
1 Year Est. Return
+14.58%
AUM
$319M
AUM Growth
+$20M
(+6.7%)
Holding
131
Top Buys
| 1 | +$2.5M | |
| 2 | +$529K | |
| 3 | +$454K | |
| 4 |
Vanguard Value ETF
VTV
|
+$445K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$434K |
Top Sells
| 1 | +$641K | |
| 2 | +$481K | |
| 3 | +$458K | |
| 4 |
iShares Core High Dividend ETF
HDV
|
+$209K |
| 5 |
Texas Instruments
TXN
|
+$202K |
Sector Composition
| 1 | Technology | 32.89% |
| 2 | Healthcare | 23.99% |
| 3 | Communication Services | 13.57% |
| 4 | Industrials | 8.41% |
| 5 | Financials | 7.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Walt Disney
DIS
$189B
| $209K | 0.07% |
1,822
|
|
||
127
MetLife
MET
$51.1B
| $205K | 0.06% |
2,488
|
|
||
128
Nokia
NOK
$34.7B
| $91.9K | 0.03% |
19,100
|
|
||
|
129
iShares Core High Dividend ETF
HDV
$11.8B
| – | – |
-1,780
|
|
||
|
130
Texas Instruments
TXN
$166B
| – | – |
-975
|
|
||
|
WBA
131
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-41,921
|
|