AIA

AIMZ Investment Advisors Portfolio holdings

AUM $350M
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$952K
3 +$204K
4
GPN icon
Global Payments
GPN
+$202K
5
MET icon
MetLife
MET
+$192K

Top Sells

1 +$714K
2 +$266K
3 +$242K
4
MSFT icon
Microsoft
MSFT
+$177K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$176K

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
$205K 0.07%
+2,557
127
$202K 0.07%
+975
128
$200K 0.07%
+2,488
129
$127K 0.04%
14,956
-39
130
$98.9K 0.03%
19,100
131
-2,400