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
$204M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.61M
3
+$215K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$204K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$66.1K

Top Sells

1
+$381K
2
+$208K
3
+$68.3K
4
CI icon
Cigna
CI
+$41.1K
5
AMGN icon
Amgen
AMGN
+$39.3K

Sector Composition

1 Technology 30.52%
2 Healthcare 26.84%
3 Industrials 13.14%
4 Financials 8.64%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 6.18%
103,317
-277
2
$8.65M 4.23%
36,691
-18
3
$7.38M 3.61%
55,678
-10
4
$6.28M 3.07%
335,503
-1,700
5
$6.24M 3.06%
36,386
-107
6
$5.41M 2.65%
11,439
+50
7
$4.92M 2.41%
67,714
+13
8
$4.74M 2.32%
16,089
+26
9
$4.68M 2.29%
43,444
-115
10
$4.53M 2.22%
29,635
-130
11
$4.47M 2.19%
46,873
-17
12
$4.42M 2.16%
68,426
-152
13
$4.17M 2.04%
75,878
-299
14
$4.04M 1.98%
78,162
-44
15
$3.74M 1.83%
15,021
-158
16
$3.44M 1.68%
63,649
-256
17
$3.44M 1.68%
7,230
-65
18
$3.4M 1.66%
34,417
-119
19
$3.29M 1.61%
73,742
+54
20
$3.15M 1.54%
106,291
-465
21
$3.12M 1.53%
55,198
-95
22
$3.07M 1.5%
12,029
23
$2.89M 1.41%
22,693
+4
24
$2.87M 1.41%
25,640
-25
25
$2.81M 1.38%
7,556
-27
1
2 3 4 5