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
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.22M
3
+$84.4K

Top Sells

1
+$4.41M
2
+$3.87M
3
+$3.09M
4
MSFT icon
Microsoft
MSFT
+$3.06M
5
AMGN icon
Amgen
AMGN
+$3.04M

Sector Composition

1 Technology 27.85%
2 Healthcare 22.36%
3 Industrials 13.66%
4 Consumer Discretionary 9.6%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.13M 3.79%
55,680
-59,444
2
$3.79M 3.48%
26,133
-26,683
3
$3.02M 2.77%
56,412
-53,473
4
$2.98M 2.73%
19,560
-19,998
5
$2.94M 2.69%
58,456
-61,580
6
$2.92M 2.68%
122,060
-121,768
7
$2.89M 2.65%
56,433
-59,879
8
$2.83M 2.59%
316,598
-174,482
9
$2.73M 2.5%
95,056
-93,009
10
$2.66M 2.44%
33,440
-37,490
11
$2.53M 2.32%
51,525
-53,846
12
$2.31M 2.12%
19,057
-20,313
13
$2.18M 2%
26,203
-28,227
14
$2.14M 1.96%
66,707
-1,089
15
$2.11M 1.93%
85,675
-89,519
16
$1.98M 1.82%
41,453
-42,840
17
$1.98M 1.82%
45,900
-51,788
18
$1.97M 1.81%
63,621
-67,236
19
$1.9M 1.75%
9,900
+8,500
20
$1.9M 1.74%
38,398
-850
21
$1.88M 1.73%
68,456
-79,075
22
$1.8M 1.65%
20,778
-22,613
23
$1.75M 1.6%
16,510
-17,685
24
$1.57M 1.44%
64,575
-66,531
25
$1.57M 1.44%
64,000
-73,800
1
2 3 4 5