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
$117M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$284K
3
+$267K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$218K
5
TRV icon
Travelers Companies
TRV
+$210K

Top Sells

1
+$142K
2
+$92.8K
3
+$82K
4
LOW icon
Lowe's Companies
LOW
+$70.4K
5
KO icon
Coca-Cola
KO
+$60.8K

Sector Composition

1 Technology 28.52%
2 Healthcare 21.6%
3 Industrials 12.39%
4 Consumer Discretionary 12.08%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.29M 3.67%
58,598
-396
2
$4.04M 3.45%
26,294
+222
3
$3.95M 3.38%
51,438
-550
4
$3.8M 3.25%
61,035
-145
5
$3.78M 3.24%
121,560
+1,988
6
$3.65M 3.12%
52,636
+1,965
7
$3.56M 3.05%
78,075
-300
8
$3.16M 2.7%
19,742
+51
9
$3.12M 2.67%
88,032
+8,004
10
$3.09M 2.64%
39,476
-545
11
$3.02M 2.59%
36,890
-1,000
12
$2.96M 2.54%
337,848
-4,400
13
$2.62M 2.24%
95,022
+3,959
14
$2.57M 2.2%
53,403
-800
15
$2.42M 2.07%
59,393
-136
16
$2.37M 2.02%
27,929
-698
17
$2.09M 1.79%
66,792
-444
18
$2.09M 1.79%
225,140
-10,000
19
$2.05M 1.75%
57,850
-250
20
$1.98M 1.69%
19,653
-149
21
$1.8M 1.54%
65,640
+2,037
22
$1.74M 1.49%
+22,290
23
$1.67M 1.43%
17,485
-150
24
$1.63M 1.39%
42,692
-399
25
$1.57M 1.34%
17,748
+20
1
2 3 4