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
$145M
AUM Growth
-$686K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$553K
2
+$352K
3
+$241K
4
META icon
Meta Platforms (Facebook)
META
+$217K
5
V icon
Visa
V
+$213K

Top Sells

1
+$928K
2
+$455K
3
+$202K
4
DELL icon
Dell
DELL
+$202K
5
NVS icon
Novartis
NVS
+$157K

Sector Composition

1 Technology 30.35%
2 Healthcare 23.42%
3 Industrials 14.29%
4 Financials 7.64%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.66M 3.9%
114,328
+4
2
$5.56M 3.84%
41,529
-845
3
$4.54M 3.13%
59,731
+12
4
$4.48M 3.09%
81,781
-145
5
$4.42M 3.05%
71,659
-442
6
$4.24M 2.92%
38,635
+12
7
$4.05M 2.79%
47,975
-96
8
$3.78M 2.61%
353,474
-1,598
9
$3.66M 2.52%
54,115
+13
10
$3.52M 2.43%
101,139
+28
11
$3.51M 2.42%
37,945
12
$3.49M 2.41%
46,040
-293
13
$3.12M 2.15%
63,079
+7,124
14
$3.09M 2.13%
26,715
-300
15
$3.08M 2.12%
56,955
-94
16
$3.01M 2.08%
16,330
+1
17
$2.98M 2.06%
9,530
18
$2.95M 2.03%
22,346
-151
19
$2.76M 1.9%
14,312
+1,124
20
$2.65M 1.83%
44,748
-1,700
21
$2.33M 1.61%
36,124
+2
22
$2.31M 1.59%
7,825
-300
23
$2.3M 1.59%
11,202
+1
24
$2.27M 1.56%
16,292
+1
25
$2.2M 1.52%
59,691
+6
1
2 3 4 5