AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $141M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.91M
3
+$3.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.4%
2 Healthcare 2.51%
3 Consumer Discretionary 2.46%
4 Industrials 2.23%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.38%
+9,011
27
$1.41M 1.36%
+42,150
28
$1.35M 1.3%
+16,756
29
$1.31M 1.26%
+14,160
30
$1.26M 1.22%
+18,453
31
$1.25M 1.2%
+37,200
32
$1.19M 1.15%
+6,550
33
$1.14M 1.1%
+116,956
34
$1.09M 1.05%
+73,035
35
$1.06M 1.03%
+49,445
36
$1.06M 1.02%
+9,829
37
$1M 0.97%
+6,877
38
$950K 0.92%
+4,349
39
$930K 0.9%
+17,760
40
$849K 0.82%
+33,317
41
$839K 0.81%
+34,315
42
$760K 0.73%
+12,701
43
$754K 0.73%
+11,493
44
$737K 0.71%
+8,035
45
$733K 0.71%
+2,995
46
$699K 0.67%
+33,109
47
$693K 0.67%
+16,502
48
$677K 0.65%
+4,738
49
$655K 0.63%
+6,425
50
$621K 0.6%
+10,676
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