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
$293M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$231K
3
+$219K
4
ALL icon
Allstate
ALL
+$209K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$206K

Top Sells

1
+$957K
2
+$226K
3
+$211K
4
SPR icon
Spirit AeroSystems
SPR
+$201K
5
INFY icon
Infosys
INFY
+$160K

Sector Composition

1 Technology 32.34%
2 Healthcare 25.96%
3 Communication Services 11.86%
4 Industrials 8.77%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.6M 7.02%
88,232
-388
2
$16.8M 5.72%
29,298
-1,672
3
$12.6M 4.29%
29,181
-344
4
$10.4M 3.56%
9,909
-75
5
$10M 3.43%
59,014
-420
6
$9.89M 3.38%
21,260
-206
7
$8.6M 2.94%
51,431
8
$7.32M 2.5%
59,301
-319
9
$7.16M 2.44%
43,187
+30
10
$6.92M 2.36%
310,861
-7,197
11
$5.68M 1.94%
27,588
-1,100
12
$5.66M 1.93%
67,480
-383
13
$5.14M 1.75%
47,189
+47
14
$5.14M 1.75%
39,086
+250
15
$5.01M 1.71%
10,877
-50
16
$4.75M 1.62%
43,017
-72
17
$4.62M 1.58%
69,830
-5
18
$4.62M 1.58%
23,939
+200
19
$4.53M 1.55%
58,095
-614
20
$4.51M 1.54%
22,645
+25
21
$4.33M 1.48%
55,462
-150
22
$4.31M 1.47%
13,365
-174
23
$4.15M 1.42%
18,782
+62
24
$4.1M 1.4%
227,624
-1,700
25
$4.02M 1.37%
49,802
-523
1
2 3 4 5