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
$288M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$208K
3
+$203K
4
VUG icon
Vanguard Growth ETF
VUG
+$82.9K
5
NVDA icon
NVIDIA
NVDA
+$35.6K

Top Sells

1
+$473K
2
+$399K
3
+$229K
4
VZ icon
Verizon
VZ
+$223K
5
TSLA icon
Tesla
TSLA
+$222K

Sector Composition

1 Technology 32.65%
2 Healthcare 24.72%
3 Communication Services 12.87%
4 Industrials 8.44%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 7.51%
86,344
-1,888
2
$16.8M 5.82%
28,617
-681
3
$12.1M 4.22%
28,810
-371
4
$9.57M 3.32%
50,231
-1,200
5
$9.04M 3.14%
58,819
-195
6
$8.5M 2.95%
21,110
-150
7
$8.18M 2.84%
43,193
+6
8
$7.02M 2.44%
9,854
-55
9
$6.77M 2.35%
58,324
-977
10
$6.74M 2.34%
307,420
-3,441
11
$6.19M 2.15%
66,991
-489
12
$5.29M 1.84%
22,625
-20
13
$5.21M 1.81%
46,085
-1,104
14
$4.99M 1.73%
226,574
-1,050
15
$4.95M 1.72%
27,088
-500
16
$4.93M 1.71%
10,877
17
$4.79M 1.66%
69,380
-450
18
$4.68M 1.63%
54,862
-600
19
$4.44M 1.54%
49,175
-627
20
$4.43M 1.54%
23,739
-200
21
$4.41M 1.53%
42,645
-372
22
$4.31M 1.5%
38,939
-147
23
$4.17M 1.45%
70,405
-1,234
24
$4.09M 1.42%
18,584
-198
25
$3.79M 1.32%
57,777
-318
1
2 3 4 5