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
$148M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$820K
3
+$432K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$332K
5
CVX icon
Chevron
CVX
+$332K

Top Sells

1
+$1.89M
2
+$1.23M
3
+$921K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$773K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$540K

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 3.22%
3 Industrials 2.97%
4 Healthcare 2.23%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.15%
21,151
-1,500
27
$1.7M 1.14%
43,687
-2,068
28
$1.68M 1.13%
10,302
+225
29
$1.6M 1.08%
6,291
-10
30
$1.5M 1.01%
89,504
31
$1.49M 1%
5,857
-20
32
$1.48M 0.99%
51,290
+2,640
33
$1.47M 0.99%
10,415
-75
34
$1.37M 0.92%
2,985
-108
35
$1.35M 0.91%
32,575
36
$1.35M 0.91%
44,168
+425
37
$1.25M 0.84%
7,310
+110
38
$1.17M 0.79%
13,426
39
$1.16M 0.78%
11,340
-35
40
$1.14M 0.77%
9,948
-44
41
$1.1M 0.74%
6,340
-100
42
$1.07M 0.72%
7,154
-16
43
$1.03M 0.7%
15,702
-1,290
44
$1.03M 0.69%
14,689
-100
45
$1.03M 0.69%
6,989
+305
46
$1.01M 0.68%
+14,905
47
$946K 0.64%
17,391
+1,931
48
$921K 0.62%
25,420
+3,095
49
$874K 0.59%
9,642
-94
50
$846K 0.57%
7,757
-11,244
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