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
$130M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$959K
3
+$677K
4
CELG
Celgene Corp
CELG
+$276K
5
META icon
Meta Platforms (Facebook)
META
+$97.7K

Top Sells

1
+$2.33M
2
+$1.72M
3
+$361K
4
VTRS icon
Viatris
VTRS
+$262K
5
AMZN icon
Amazon
AMZN
+$258K

Sector Composition

1 Technology 28.48%
2 Healthcare 25.86%
3 Industrials 14.46%
4 Financials 7.13%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.49M 3.47%
113,852
-1,952
2
$4.33M 3.34%
42,609
-1,235
3
$4.31M 3.33%
72,191
-993
4
$4.06M 3.14%
48,317
-696
5
$3.59M 2.77%
82,829
-2,083
6
$3.57M 2.76%
38,661
+13
7
$3.56M 2.75%
9,530
-100
8
$3.42M 2.64%
358,857
-2,431
9
$3.4M 2.62%
59,704
-685
10
$3.36M 2.6%
53,738
+15,333
11
$3.18M 2.46%
46,733
-394
12
$3.18M 2.45%
16,327
-627
13
$2.99M 2.31%
100,929
-620
14
$2.81M 2.17%
27,390
-100
15
$2.68M 2.07%
+55,952
16
$2.5M 1.93%
57,376
-595
17
$2.44M 1.89%
22,491
-675
18
$2.43M 1.88%
37,945
+4,310
19
$2.25M 1.73%
36,320
-299
20
$2.21M 1.71%
11,665
+3,565
21
$2.12M 1.63%
16,390
-1,498
22
$2.01M 1.55%
8,067
-150
23
$1.97M 1.52%
127,795
-2,300
24
$1.97M 1.52%
59,356
-600
25
$1.97M 1.52%
29,664
-294
1
2 3 4 5