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
$109M
AUM Growth
-$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.32M
3
+$583K
4
PYPL icon
PayPal
PYPL
+$324K
5
NFLX icon
Netflix
NFLX
+$209K

Top Sells

1
+$351K
2
+$313K
3
+$276K
4
HPQ icon
HP
HPQ
+$255K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$245K

Sector Composition

1 Technology 28.26%
2 Healthcare 21.23%
3 Industrials 12.24%
4 Consumer Discretionary 11.31%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.96M 3.64%
58,416
-187
2
$3.74M 3.43%
26,970
+772
3
$3.38M 3.11%
59,943
-1,096
4
$3.36M 3.08%
121,732
-52
5
$3.22M 2.95%
336,918
+1,810
6
$2.92M 2.69%
51,288
-150
7
$2.9M 2.66%
36,540
-250
8
$2.86M 2.63%
53,250
+158
9
$2.75M 2.53%
19,913
+101
10
$2.65M 2.43%
89,544
+57
11
$2.64M 2.42%
59,594
+188
12
$2.51M 2.3%
53,260
-150
13
$2.5M 2.3%
95,332
+205
14
$2.44M 2.24%
82,875
+4,800
15
$2.24M 2.06%
26,982
-748
16
$2.2M 2.02%
+69,600
17
$2.15M 1.97%
57,350
-500
18
$2.01M 1.85%
47,598
-100
19
$1.86M 1.71%
66,603
-194
20
$1.85M 1.7%
19,815
+161
21
$1.82M 1.68%
39,388
-93
22
$1.65M 1.51%
17,485
23
$1.52M 1.4%
225,040
-100
24
$1.5M 1.38%
70,200
-800
25
$1.48M 1.36%
22,145
-197
1
2 3 4 5