AIMZ INVESTMENT Overview
Aimz Investment Advisors Llc is an investment advisor that manages 260.8 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 222MM in positions, representing 85% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 222MM in positions, representing 85% of the manager's regulatory AUM.
AIMZ INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AIMZ INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.56% | Tech | 6.16% | -0.42% | 0 | 39% | ||
| MSFT | 4.58% | Tech | 19.44% | 0.33% | 0 | 45% | ||
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FEATURED IN
AIMZ INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jonathan G. Riley | Managing Member/Chief Compliance Officer | February-2011 |
| Stuart E. Friedman | Managing Member | February-2011 |
AIMZ INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
AIMZ INVESTMENT Investment Strategy
Item 8: Methods of Analysis, Investment Strategies and Risk, of
Investment Loss
A. Methods of Analysis and Investment Strategies
RFAM’s primary method of analysis includes fundamental analysis.
Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.
Investing in securities involves a risk of loss that you, as a client, should be prepared to bear.
B. Material Risks Involved
RFAM is a long term investor focused on value oriented securities that we can purchase in client accounts. We emphasize preservation of capital, transparency, and liquidity. All investments entail risk, known and unknown. We mitigate risk in client accounts through diversification, which includes a money market fund.
C. Risks of Specific Securities Utilized
RFAM generally seeks investment strategies that do not ...
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Investment Loss
A. Methods of Analysis and Investment Strategies
RFAM’s primary method of analysis includes fundamental analysis.
Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.
Investing in securities involves a risk of loss that you, as a client, should be prepared to bear.
B. Material Risks Involved
RFAM is a long term investor focused on value oriented securities that we can purchase in client accounts. We emphasize preservation of capital, transparency, and liquidity. All investments entail risk, known and unknown. We mitigate risk in client accounts through diversification, which includes a money market fund.
C. Risks of Specific Securities Utilized
RFAM generally seeks investment strategies that do not ...
Unlock Full Investment Process Description
AIMZ INVESTMENT Portfolio Concentration
AIMZ INVESTMENT Location
4984 EL CAMINO REAL, SUITE 101
LOS ALTOS, California
UNITED STATES, 94022
LOS ALTOS, California
UNITED STATES, 94022
AIMZ INVESTMENT Contact Information
Phone Number: 650-988-1088
Fax Number: DECEMBER
Website: null
Fax Number: DECEMBER
Website: null
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