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
$233M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$415K
3
+$236K
4
VUG icon
Vanguard Growth ETF
VUG
+$213K
5
AFL icon
Aflac
AFL
+$210K

Top Sells

1
+$1.52M
2
+$115K
3
+$89.5K
4
ORCL icon
Oracle
ORCL
+$71.5K
5
META icon
Meta Platforms (Facebook)
META
+$34.4K

Sector Composition

1 Technology 31.47%
2 Healthcare 29.08%
3 Industrials 10.48%
4 Financials 7.63%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 7.93%
95,181
-7,823
2
$11.4M 4.91%
33,519
-339
3
$9.04M 3.88%
31,490
-120
4
$7.96M 3.42%
22,610
-60
5
$7.67M 3.3%
10,674
-20
6
$7.6M 3.27%
63,855
-151
7
$5.45M 2.34%
70,737
-337
8
$5.33M 2.29%
44,520
9
$5.27M 2.26%
327,746
10
$5.16M 2.22%
46,052
+1,779
11
$4.97M 2.14%
41,070
-91
12
$4.91M 2.11%
64,209
+13
13
$4.4M 1.89%
61,539
-68
14
$4.25M 1.83%
45,064
+5
15
$3.95M 1.7%
11,587
-75
16
$3.95M 1.7%
63,421
+6,674
17
$3.85M 1.65%
74,363
-193
18
$3.83M 1.65%
30,828
-20
19
$3.49M 1.5%
52,362
+10,668
20
$3.3M 1.42%
28,559
-164
21
$3.29M 1.41%
6,730
22
$3.25M 1.4%
50,785
-97
23
$3.19M 1.37%
14,370
+2
24
$3.16M 1.36%
25,164
25
$3.14M 1.35%
10,303
+1
1
2 3 4 5