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
+$223K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$636K
3
+$354K
4
META icon
Meta Platforms (Facebook)
META
+$201K
5
VZ icon
Verizon
VZ
+$31.9K

Top Sells

1
+$707K
2
+$617K
3
+$353K
4
AMGN icon
Amgen
AMGN
+$72K
5
ADI icon
Analog Devices
ADI
+$66.8K

Sector Composition

1 Technology 29.36%
2 Healthcare 24.82%
3 Industrials 13.96%
4 Financials 7.27%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.37M 4.39%
113,816
-512
2
$5.74M 3.95%
41,296
-233
3
$4.51M 3.11%
59,143
-588
4
$4.39M 3.02%
38,446
-189
5
$4.05M 2.79%
47,721
-254
6
$4.02M 2.77%
81,375
-406
7
$3.96M 2.72%
347,974
-5,500
8
$3.74M 2.58%
37,705
-240
9
$3.74M 2.58%
71,222
-437
10
$3.4M 2.34%
45,840
-200
11
$3.39M 2.33%
53,479
-636
12
$3.28M 2.26%
11,824
+2,294
13
$3.09M 2.13%
22,229
-117
14
$3.09M 2.13%
15,958
-372
15
$3.02M 2.08%
62,783
-296
16
$2.98M 2.06%
56,760
-195
17
$2.91M 2.01%
26,615
-100
18
$2.91M 2%
100,868
-271
19
$2.75M 1.89%
15,438
+1,126
20
$2.47M 1.7%
+25,205
21
$2.41M 1.66%
11,127
-75
22
$2.38M 1.64%
35,548
-9,200
23
$2.33M 1.6%
36,026
-98
24
$2.31M 1.59%
58,452
-1,239
25
$2.2M 1.51%
16,019
-50
1
2 3 4