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
$286M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$3.62M
2 +$1.97M
3 +$1.16M
4
TROW icon
T. Rowe Price
TROW
+$334K
5
WRB icon
W.R. Berkley
WRB
+$240K

Top Sells

1 +$725K
2 +$333K
3 +$237K
4
TTD icon
Trade Desk
TTD
+$235K
5
GPN icon
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
DELL icon
126
Dell
DELL
$100B
-2,056
DIS icon
127
Walt Disney
DIS
$199B
-1,822
GPN icon
128
Global Payments
GPN
$20.7B
-1,957
MET icon
129
MetLife
MET
$52.2B
-2,488
TTD icon
130
Trade Desk
TTD
$24.4B
-2,000