AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$299M
1-Year Est. Return
12.69%
1 Year Est. Return
+12.69%
AUM
$286M
AUM Growth
-$1.43M
(-0.5%)
Holding
130
Top Buys
| 1 | +$3.62M | |
| 2 | +$1.97M | |
| 3 | +$1.16M | |
| 4 |
T. Rowe Price
TROW
|
+$334K |
| 5 |
W.R. Berkley
WRB
|
+$240K |
Top Sells
| 1 | +$725K | |
| 2 | +$333K | |
| 3 | +$237K | |
| 4 |
Trade Desk
TTD
|
+$235K |
| 5 |
Global Payments
GPN
|
+$219K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Dell
DELL
$100B
| – | – |
-2,056
|
|
||
127
Walt Disney
DIS
$199B
| – | – |
-1,822
|
|
||
|
128
Global Payments
GPN
$20.7B
| – | – |
-1,957
|
|
||
129
MetLife
MET
$52.2B
| – | – |
-2,488
|
|
||
|
130
Trade Desk
TTD
$24.4B
| – | – |
-2,000
|
|