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
$111M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$341K
3
+$330K
4
AZN icon
AstraZeneca
AZN
+$264K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$260K

Top Sells

1
+$491K
2
+$490K
3
+$291K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$245K
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$209K

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 3.26%
3 Healthcare 2.87%
4 Industrials 2.35%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.28%
17,176
-1,905
27
$1.41M 1.26%
22,212
-3,874
28
$1.35M 1.21%
14,579
+75
29
$1.34M 1.2%
61,325
+15,650
30
$1.29M 1.16%
7,189
-305
31
$1.28M 1.15%
11,853
-4,538
32
$1.2M 1.08%
24,030
-1,920
33
$1.18M 1.06%
4,264
-85
34
$1.16M 1.04%
84,082
+2,737
35
$1.15M 1.03%
3,696
+71
36
$1.09M 0.98%
6,210
-153
37
$1.07M 0.96%
9,647
+1,754
38
$1.04M 0.94%
7,018
-34
39
$1.01M 0.9%
34,075
-350
40
$958K 0.86%
39,800
-2,450
41
$893K 0.8%
39,068
-232
42
$888K 0.8%
7,610
-590
43
$826K 0.74%
12,968
-1,225
44
$782K 0.7%
10,384
-172
45
$763K 0.69%
4,308
+315
46
$724K 0.65%
14,100
47
$701K 0.63%
14,567
-1,520
48
$688K 0.62%
6,786
+75
49
$680K 0.61%
3,332
-133
50
$632K 0.57%
66,806
-8,850
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