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
$209M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.09M
3
+$72.1K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$43.6K
5
PRLB icon
Protolabs
PRLB
+$33.5K

Top Sells

1
+$4.05M
2
+$327K
3
+$299K
4
DIS icon
Walt Disney
DIS
+$221K
5
AFL icon
Aflac
AFL
+$214K

Sector Composition

1 Healthcare 30.84%
2 Technology 29.7%
3 Industrials 13.23%
4 Financials 7.72%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 6.52%
99,493
-288
2
$9.04M 4.33%
35,181
-46
3
$6.79M 3.26%
53,178
+7
4
$6.57M 3.15%
11,114
-50
5
$6.52M 3.13%
23,145
-25
6
$6.07M 2.91%
327,776
+74
7
$5.34M 2.56%
33,116
-8
8
$5.1M 2.45%
44,927
+9,625
9
$4.69M 2.25%
46,247
-21
10
$4.57M 2.19%
74,009
-236
11
$4.31M 2.06%
56,682
12
$4.28M 2.05%
65,657
-389
13
$4.16M 1.99%
62,909
-112
14
$4.15M 1.99%
42,580
+7
15
$4.03M 1.93%
52,269
+3
16
$3.8M 1.82%
69,372
-3,334
17
$3.68M 1.76%
7,158
-71
18
$3.62M 1.74%
14,888
-68
19
$3.24M 1.55%
75,985
-74
20
$3.24M 1.55%
11,863
-66
21
$3.09M 1.48%
25,364
22
$3.06M 1.47%
63,998
+700
23
$3.01M 1.44%
32,248
-100
24
$2.9M 1.39%
76,599
+1,902
25
$2.9M 1.39%
20,546
-71
1
2 3 4 5