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
$191M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$383K
3
+$326K
4
SRE icon
Sempra
SRE
+$313K
5
AAPL icon
Apple
AAPL
+$311K

Top Sells

1
+$93.7K
2
+$90.3K
3
+$48.3K
4
UNH icon
UnitedHealth
UNH
+$47K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$46.4K

Sector Composition

1 Technology 32.81%
2 Healthcare 25.43%
3 Industrials 13.43%
4 Financials 8.22%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 7.2%
103,594
+2,343
2
$8.48M 4.44%
55,688
-593
3
$8.16M 4.28%
36,709
-139
4
$5.72M 2.99%
337,203
-230
5
$5.53M 2.89%
36,493
-239
6
$5.5M 2.88%
11,389
-100
7
$4.65M 2.44%
29,765
-600
8
$4.49M 2.35%
67,701
+17
9
$4.4M 2.31%
46,890
10
$4.39M 2.3%
16,063
+670
11
$4.14M 2.17%
43,559
+6
12
$4M 2.09%
68,578
+11,420
13
$3.65M 1.91%
7,295
-50
14
$3.5M 1.83%
78,206
-93
15
$3.49M 1.83%
15,179
+1
16
$3.41M 1.79%
25,665
17
$3.39M 1.78%
73,688
-400
18
$3.35M 1.76%
34,536
+2
19
$3.31M 1.73%
63,905
+204
20
$3.04M 1.59%
76,177
+1,850
21
$2.97M 1.56%
33,648
-100
22
$2.79M 1.46%
12,029
-200
23
$2.73M 1.43%
22,689
+268
24
$2.67M 1.4%
106,756
+343
25
$2.66M 1.39%
7,583
-134
1
2 3 4 5