AIA

AIMZ Investment Advisors Portfolio holdings

AUM $319M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
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
126
– –
-2,056
127
– –
-1,822
128
– –
-1,957
129
– –
-2,488
130
– –
-2,000
2 3 4 5
6