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
$293M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$264K
2 +$231K
3 +$219K
4
ALL icon
Allstate
ALL
+$209K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$206K

Top Sells

1 +$957K
2 +$226K
3 +$211K
4
SPR icon
Spirit AeroSystems
SPR
+$201K
5
INFY icon
Infosys
INFY
+$160K

Sector Composition

1 Technology 32.34%
2 Healthcare 25.96%
3 Communication Services 11.86%
4 Industrials 8.77%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,100