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
$279M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.08M
3
+$282K
4
AVGO icon
Broadcom
AVGO
+$207K
5
NVDA icon
NVIDIA
NVDA
+$75.4K

Top Sells

1
+$491K
2
+$453K
3
+$371K
4
QCOM icon
Qualcomm
QCOM
+$323K
5
META icon
Meta Platforms (Facebook)
META
+$264K

Sector Composition

1 Technology 32.95%
2 Healthcare 25.96%
3 Communication Services 12.42%
4 Industrials 8.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7M 6.69%
88,620
-2,329
2
$15.6M 5.6%
30,970
-524
3
$13.2M 4.73%
29,525
-831
4
$11.8M 4.24%
59,434
-1,621
5
$10.5M 3.76%
9,984
-185
6
$10.1M 3.61%
21,466
-350
7
$9.43M 3.38%
51,431
-2,471
8
$7.86M 2.82%
43,157
-404
9
$7.68M 2.75%
59,620
-1,793
10
$5.92M 2.12%
318,058
-400
11
$5.44M 1.95%
47,142
-424
12
$5.02M 1.8%
28,688
-1,100
13
$4.85M 1.74%
38,836
-522
14
$4.66M 1.67%
67,863
-536
15
$4.58M 1.64%
58,709
-505
16
$4.45M 1.59%
10,927
-160
17
$4.26M 1.52%
+22,620
18
$4.23M 1.52%
69,835
-1,100
19
$4.23M 1.52%
13,539
-153
20
$3.92M 1.4%
23,739
-225
21
$3.8M 1.36%
43,089
-371
22
$3.73M 1.34%
229,324
-3,600
23
$3.6M 1.29%
6,484
24
$3.41M 1.22%
50,325
-194
25
$3.4M 1.22%
71,499
-1,043
1
2 3 4 5