AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$299M
This Quarter Return
+0.23%
1 Year Return
+12.69%
3 Year Return
+66.69%
5 Year Return
+124.55%
10 Year Return
+294.34%
AUM
$288M
AUM Growth
+$288M
(-1.7%)
Cap. Flow
+$107K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
36.94%
Holding
127
New
3
Increased
11
Reduced
75
Closed
3
Top Buys
| 1 |
Genmab
GMAB
|
$3.53M |
| 2 |
Wipro
WIT
|
$513K |
| 3 |
Spirit AeroSystems
SPR
|
$208K |
| 4 |
Walt Disney
DIS
|
$203K |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$198K |
Top Sells
| 1 |
Apple
AAPL
|
$473K |
| 2 |
Meta Platforms (Facebook)
META
|
$399K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$229K |
| 4 |
Verizon
VZ
|
$223K |
| 5 |
Tesla
TSLA
|
$222K |
Sector Composition
| 1 | Technology | 32.65% |
| 2 | Healthcare | 24.72% |
| 3 | Communication Services | 12.87% |
| 4 | Industrials | 8.44% |
| 5 | Financials | 7.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Texas Instruments
TXN
$184B
| – | – |
-975
| Closed | -$201K |
|
|
127
Verizon
VZ
$186B
| – | – |
-4,959
| Closed | -$223K |
|