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
$119M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$557K
3
+$307K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$262K
5
EA icon
Electronic Arts
EA
+$224K

Top Sells

1
+$237K
2
+$213K
3
+$197K
4
CHKP icon
Check Point Software Technologies
CHKP
+$172K
5
CTAS icon
Cintas
CTAS
+$158K

Sector Composition

1 Technology 29.64%
2 Healthcare 21.57%
3 Industrials 13.28%
4 Consumer Discretionary 7.99%
5 Consumer Staples 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.45M 3.75%
123,940
-1,452
2
$4.18M 3.52%
25,104
-363
3
$4.09M 3.45%
52,916
-572
4
$3.41M 2.87%
81,455
-2,641
5
$3.29M 2.78%
49,997
-3,230
6
$3.18M 2.68%
55,424
-489
7
$3.07M 2.59%
90,774
-1,794
8
$3.05M 2.57%
29,715
-1,675
9
$2.99M 2.52%
378,338
+70,500
10
$2.97M 2.51%
18,120
-24
11
$2.81M 2.37%
49,832
-850
12
$2.75M 2.32%
40,413
-637
13
$2.66M 2.24%
39,157
-242
14
$2.33M 1.97%
18,740
-24
15
$2.25M 1.9%
61,989
+6
16
$2.12M 1.79%
66,079
+8,161
17
$2.09M 1.76%
25,160
-297
18
$2.07M 1.74%
39,458
-998
19
$1.92M 1.62%
64,591
-1,488
20
$1.84M 1.55%
16,427
21
$1.72M 1.45%
54,400
-5,000
22
$1.62M 1.37%
20,155
+2
23
$1.62M 1.37%
41,105
-798
24
$1.56M 1.31%
11,831
-75
25
$1.55M 1.31%
9,458
-1,448
1
2 3 4