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
$131M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$828K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$679K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$658K

Top Sells

1
+$1.74M
2
+$1.5M
3
+$1.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$700K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$627K

Sector Composition

1 Technology 6.33%
2 Industrials 2.99%
3 Consumer Discretionary 2.85%
4 Healthcare 2.24%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.19%
19,041
+530
27
$1.48M 1.13%
6,697
+351
28
$1.43M 1.09%
10,094
-224
29
$1.38M 1.06%
27,580
+7,360
30
$1.35M 1.03%
87,280
+1,236
31
$1.33M 1.02%
39,150
-250
32
$1.32M 1.01%
4,334
+10
33
$1.27M 0.97%
19,885
+2,118
34
$1.27M 0.97%
3,531
-150
35
$1.18M 0.9%
7,148
+80
36
$1.16M 0.88%
20,970
-2,700
37
$1.15M 0.87%
30,058
+2,919
38
$1.13M 0.86%
32,575
-1,500
39
$1.12M 0.85%
42,066
+4,576
40
$1.06M 0.81%
13,630
-470
41
$1.03M 0.78%
+41,000
42
$991K 0.76%
42,954
-27,192
43
$961K 0.73%
12,311
+3,295
44
$961K 0.73%
15,131
+98
45
$954K 0.73%
7,180
-280
46
$949K 0.72%
7,038
-10
47
$929K 0.71%
9,110
+6,660
48
$927K 0.71%
8,207
-15,361
49
$911K 0.7%
39,005
+18
50
$894K 0.68%
10,192
-192
1
2
3 4 5