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
+$332K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$665K
3
+$202K
4
META icon
Meta Platforms (Facebook)
META
+$88.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$31.7K

Top Sells

1
+$687K
2
+$239K
3
+$212K
4
CHKP icon
Check Point Software Technologies
CHKP
+$145K
5
MSFT icon
Microsoft
MSFT
+$130K

Sector Composition

1 Technology 29.21%
2 Healthcare 23.2%
3 Industrials 12.82%
4 Consumer Staples 7.3%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.35M 3.66%
120,848
-3,092
2
$3.56M 3%
24,230
-874
3
$3.55M 2.98%
51,671
-1,245
4
$3.32M 2.79%
48,105
-1,892
5
$3.2M 2.69%
79,888
-1,567
6
$3.12M 2.62%
18,122
+2
7
$3.1M 2.6%
28,390
-1,325
8
$3.03M 2.54%
54,798
-626
9
$2.98M 2.51%
40,175
-238
10
$2.86M 2.41%
86,090
+20,011
11
$2.83M 2.38%
377,238
-1,100
12
$2.83M 2.38%
90,380
-394
13
$2.77M 2.33%
48,990
-842
14
$2.74M 2.3%
38,690
-467
15
$2.7M 2.27%
64,201
-390
16
$2.41M 2.03%
18,232
-508
17
$2.14M 1.8%
61,696
-293
18
$1.97M 1.66%
25,162
+2
19
$1.9M 1.6%
16,427
20
$1.86M 1.57%
38,060
-1,398
21
$1.75M 1.47%
9,434
-24
22
$1.73M 1.46%
19,508
-647
23
$1.7M 1.43%
53,900
-500
24
$1.64M 1.38%
11,807
-24
25
$1.61M 1.35%
10,665
+589
1
2 3 4 5