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AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $154M
1-Year Est. Return 21.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.02M
3
+$612K
4
RIO icon
Rio Tinto
RIO
+$526K
5
BUI icon
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
+$496K

Top Sells

1
+$2.04M
2
+$1.08M
3
+$1.06M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$482K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 9.12%
2 Healthcare 3.87%
3 Consumer Discretionary 2.71%
4 Industrials 2.58%
5 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
26
Vanguard Information Technology ETF
VGT
$140B
$1.53M 0.99%
17,576
-240
SMH icon
27
VanEck Semiconductor ETF
SMH
$67.5B
$1.52M 0.99%
3,972
-75
XLV icon
28
State Street Health Care Select Sector SPDR ETF
XLV
$39.4B
$1.46M 0.95%
9,975
-152
XLF icon
29
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
$1.44M 0.94%
29,258
-805
AIQ icon
30
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$1.41M 0.91%
30,249
+460
MCK icon
31
McKesson
MCK
$94.3B
$1.38M 0.9%
+1,600
HD icon
32
Home Depot
HD
$320B
$1.28M 0.83%
10,106
-5,604
IGF icon
33
iShares Global Infrastructure ETF
IGF
$10.6B
$1.27M 0.82%
18,977
+25
ITW icon
34
Illinois Tool Works
ITW
$73.8B
$1.26M 0.82%
4,840
-1,000
VOE icon
35
Vanguard Mid-Cap Value ETF
VOE
$22.8B
$1.25M 0.81%
6,807
+90
FTHI icon
36
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.24B
$1.24M 0.8%
52,315
+310
IYW icon
37
iShares US Technology ETF
IYW
$24B
$1.23M 0.8%
6,780
-390
XLK icon
38
State Street Technology Select Sector SPDR ETF
XLK
$118B
$1.23M 0.79%
9,225
-265
VOT icon
39
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$1.21M 0.78%
4,687
-90
COST icon
40
Costco
COST
$430B
$1.11M 0.72%
1,112
+1
PHO icon
41
Invesco Water Resources ETF
PHO
$2.02B
$1.1M 0.71%
16,440
-450
SPDW icon
42
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$1.08M 0.7%
23,744
+13,035
RSP icon
43
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$1.07M 0.7%
5,596
-2,432
VGK icon
44
Vanguard FTSE Europe ETF
VGK
$29.8B
$1.03M 0.67%
12,481
+2
IGSB icon
45
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$1.03M 0.66%
19,507
+929
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.44T
$1.02M 0.66%
3,631
-90
SDY icon
47
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$1,000K 0.65%
6,850
+25
BSCR icon
48
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$991K 0.64%
50,493
+5,740
BUI icon
49
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$677M
$978K 0.63%
37,065
+18,025
BUFD icon
50
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.87B
$910K 0.59%
32,509
-233
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