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
$109M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$833K
3
+$416K
4
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$297K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$279K

Top Sells

1
+$3.19M
2
+$1.83M
3
+$843K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$387K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$381K

Sector Composition

1 Technology 7.41%
2 Healthcare 3.92%
3 Industrials 3.09%
4 Consumer Discretionary 2.84%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.17%
7,104
+105
27
$1.27M 1.16%
25,577
-7,656
28
$1.26M 1.15%
13,363
-8,947
29
$1.22M 1.12%
9,022
-535
30
$1.21M 1.11%
8,640
-351
31
$1.19M 1.09%
97,136
-1,518
32
$1.09M 1%
13,020
-100
33
$1.02M 0.93%
13,584
-2,772
34
$976K 0.89%
13,893
+550
35
$947K 0.87%
24,302
-4,353
36
$930K 0.85%
5,175
37
$918K 0.84%
46,222
+2,279
38
$918K 0.84%
2,874
-63
39
$917K 0.84%
10,512
+142
40
$871K 0.8%
4,274
-372
41
$833K 0.76%
+467
42
$828K 0.76%
27,059
+731
43
$786K 0.72%
15,255
+325
44
$776K 0.71%
4,573
+35
45
$758K 0.69%
36,985
-2,180
46
$734K 0.67%
21,470
+525
47
$734K 0.67%
13,967
-250
48
$732K 0.67%
5,885
+190
49
$695K 0.64%
14,736
-3,149
50
$687K 0.63%
7,970
+1,250
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