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
$223M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.82M
3
+$576K
4
NVDA icon
NVIDIA
NVDA
+$240K
5
PLTR icon
Palantir
PLTR
+$236K

Top Sells

1
+$3.12M
2
+$143K
3
+$87.9K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$80.2K
5
EXPD icon
Expeditors International
EXPD
+$78.5K

Sector Composition

1 Technology 32.2%
2 Healthcare 27.47%
3 Industrials 12.42%
4 Financials 9.02%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 6.33%
103,155
-162
2
$9.91M 4.44%
36,568
-123
3
$7.95M 3.56%
55,608
-70
4
$7.17M 3.22%
36,243
-143
5
$7.11M 3.19%
335,567
+64
6
$6.39M 2.86%
11,439
7
$5.61M 2.51%
16,120
+31
8
$5.54M 2.48%
67,724
+10
9
$5.42M 2.43%
42,824
-620
10
$5.42M 2.43%
29,485
-150
11
$4.71M 2.11%
68,463
+37
12
$4.38M 1.96%
46,727
-146
13
$4.2M 1.88%
7,165
-65
14
$4.14M 1.86%
78,093
-69
15
$3.99M 1.79%
75,889
+11
16
$3.69M 1.66%
74,232
+490
17
$3.65M 1.64%
14,979
-42
18
$3.61M 1.62%
+57,300
19
$3.4M 1.52%
106,256
-35
20
$3.38M 1.52%
34,394
-23
21
$3.34M 1.5%
12,029
22
$3.18M 1.43%
22,697
+4
23
$3.16M 1.42%
63,651
+2
24
$3.14M 1.41%
32,848
25
$3.02M 1.35%
7,542
-14
1
2 3 4 5