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
$141M
AUM Growth
-$769K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$572K
3
+$568K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$417K
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$378K

Top Sells

1
+$529K
2
+$492K
3
+$444K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$338K
5
NCLH icon
Norwegian Cruise Line
NCLH
+$285K

Sector Composition

1 Technology 6.98%
2 Consumer Discretionary 3.09%
3 Industrials 2.81%
4 Healthcare 2.01%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.22%
23,091
-894
27
$1.71M 1.21%
45,682
+2,417
28
$1.67M 1.18%
33,260
+3,280
29
$1.51M 1.07%
10,077
30
$1.49M 1.06%
6,301
-219
31
$1.43M 1.01%
89,504
+1,200
32
$1.42M 1%
4,318
-15
33
$1.39M 0.98%
5,877
-982
34
$1.33M 0.95%
10,490
-400
35
$1.24M 0.88%
3,093
-220
36
$1.24M 0.88%
48,650
+3,460
37
$1.23M 0.87%
32,575
38
$1.2M 0.85%
43,743
+452
39
$1.16M 0.82%
7,200
40
$1.07M 0.76%
16,992
-2,868
41
$1.05M 0.75%
11,375
+560
42
$1.03M 0.73%
13,426
-350
43
$1.01M 0.72%
9,992
-200
44
$1M 0.71%
7,170
+277
45
$962K 0.68%
6,440
-310
46
$953K 0.68%
14,789
-467
47
$921K 0.65%
13,927
-365
48
$905K 0.64%
6,684
+1,259
49
$815K 0.58%
7,072
-50
50
$806K 0.57%
+15,460
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