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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4M
3
+$3.96M
4
QCOM icon
Qualcomm
QCOM
+$3.77M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$3.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.15%
2 Healthcare 20%
3 Industrials 13.1%
4 Consumer Discretionary 11.13%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.42M 3.94%
+58,994
2
$4M 3.56%
+26,072
3
$3.96M 3.53%
+51,988
4
$3.77M 3.36%
+50,671
5
$3.52M 3.14%
+61,180
6
$3.32M 2.96%
+80,028
7
$3.3M 2.94%
+119,572
8
$3.14M 2.8%
+19,691
9
$2.98M 2.65%
+37,890
10
$2.77M 2.46%
+59,529
11
$2.75M 2.45%
+78,375
12
$2.69M 2.4%
+342,248
13
$2.53M 2.26%
+91,063
14
$2.44M 2.18%
+40,021
15
$2.42M 2.16%
+54,203
16
$2.18M 1.94%
+28,627
17
$2.17M 1.94%
+67,236
18
$2.15M 1.92%
+235,140
19
$2.07M 1.85%
+19,802
20
$2M 1.78%
+54,405
21
$1.98M 1.76%
+58,100
22
$1.86M 1.66%
+43,091
23
$1.82M 1.62%
+63,603
24
$1.67M 1.49%
+17,635
25
$1.53M 1.36%
+36,168
1
2 3 4