AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$319M
1-Year Est. Return
14.58%
1 Year Est. Return
+14.58%
AUM
$299M
AUM Growth
+$12.3M
(+4.3%)
Holding
131
Top Buys
| 1 | +$1.3M | |
| 2 | +$777K | |
| 3 | +$245K | |
| 4 |
Walt Disney
DIS
|
+$226K |
| 5 |
Ubiquiti
UI
|
+$216K |
Top Sells
| 1 | +$853K | |
| 2 | +$334K | |
| 3 | +$242K | |
| 4 |
Microsoft
MSFT
|
+$202K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$183K |
Sector Composition
| 1 | Technology | 33.89% |
| 2 | Healthcare | 23.62% |
| 3 | Communication Services | 13.03% |
| 4 | Industrials | 8.41% |
| 5 | Financials | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Global Payments
GPN
$17.5B
| $205K | 0.07% |
+2,557
|
|
||
127
Texas Instruments
TXN
$145B
| $202K | 0.07% |
+975
|
|
||
128
MetLife
MET
$51.8B
| $200K | 0.07% |
+2,488
|
|
||
129
Kohl's
KSS
$1.88B
| $127K | 0.04% |
14,956
-39
|
|
||
130
Nokia
NOK
$37.3B
| $98.9K | 0.03% |
19,100
|
|
||
131
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
| – | – |
-2,400
|
|