AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$350M
1-Year Est. Return
22.29%
This Fund
S&P 500
1 Year Est. Return
+22.29%
AUM
$319M
AUM Growth
+$20M
(+6.7%)
Holding
131
Top Buys
| 1 | +$2.19M | |
| 2 | +$505K | |
| 3 | +$442K | |
| 4 |
Vanguard Value ETF
VTV
|
+$432K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$419K |
Top Sells
| 1 | +$553K | |
| 2 | +$481K | |
| 3 | +$464K | |
| 4 |
HDV
iShares Core High Dividend ETF
HDV
|
+$209K |
| 5 |
Texas Instruments
TXN
|
+$202K |
Sector Composition
| 1 | Technology | 32.89% |
| 2 | Healthcare | 23.99% |
| 3 | Communication Services | 13.57% |
| 4 | Industrials | 8.41% |
| 5 | Financials | 7.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Walt Disney
DIS
$183B
| $209K | 0.07% |
1,822
|
|
||
127
MetLife
MET
$47.4B
| $205K | 0.06% |
2,488
|
|
||
128
Nokia
NOK
$45.5B
| $91.9K | 0.03% |
19,100
|
|
||
|
HDV
129
iShares Core High Dividend ETF
HDV
$13.5B
| – | – |
-1,780
|
|
||
|
130
Texas Instruments
TXN
$184B
| – | – |
-975
|
|
||
|
WBA
131
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-41,921
|
|