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 09/30/16. The fund's latest filing disclosed 112MM in positions, representing 43% of the manager's regulatory AUM.

AIMZ INVESTMENT StockAlpha

-3.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AIMZ INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IBM 3.54% Tech 1.65% 0.13% 0 24%
CHRW 3.5% Industrials 5.08% -0.05% 0 7%
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FEATURED IN
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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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AIMZ INVESTMENT Portfolio Concentration

AIMZ INVESTMENT Location

4984 EL CAMINO REAL, SUITE 101
LOS ALTOS, California
UNITED STATES, 94022

AIMZ INVESTMENT Contact Information

Phone Number: 650-988-1088
Fax Number: DECEMBER
Website:

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