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
$142M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$643K
2
+$561K
3
+$561K
4
ARKK icon
ARK Innovation ETF
ARKK
+$546K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$495K

Top Sells

1
+$1.12M
2
+$648K
3
+$545K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$315K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$125K

Sector Composition

1 Technology 6.62%
2 Consumer Discretionary 3.33%
3 Industrials 2.81%
4 Healthcare 2.04%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.12%
43,265
+4,115
27
$1.57M 1.11%
15,435
+6,325
28
$1.55M 1.09%
6,520
-177
29
$1.52M 1.07%
10,077
-17
30
$1.5M 1.06%
29,980
+2,400
31
$1.45M 1.02%
36,825
+6,767
32
$1.44M 1.01%
88,304
+1,024
33
$1.38M 0.97%
4,333
-1
34
$1.37M 0.97%
10,890
-5,141
35
$1.32M 0.93%
3,313
-218
36
$1.3M 0.91%
20,481
+596
37
$1.23M 0.86%
43,291
+1,225
38
$1.23M 0.86%
32,575
39
$1.2M 0.84%
19,860
-1,110
40
$1.19M 0.84%
7,200
+52
41
$1.16M 0.82%
45,190
+4,190
42
$1.08M 0.76%
14,292
+1,981
43
$1.03M 0.73%
13,776
+146
44
$1.01M 0.71%
10,192
45
$1M 0.71%
10,815
+1,220
46
$997K 0.7%
6,750
-430
47
$995K 0.7%
15,256
+125
48
$983K 0.69%
7,520
+4,174
49
$971K 0.68%
10,502
+4,907
50
$968K 0.68%
6,893
-145
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2
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