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
$114M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$554K
3
+$517K
4
AAPL icon
Apple
AAPL
+$512K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$496K

Top Sells

1
+$368K
2
+$308K
3
+$152K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$148K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$102K

Sector Composition

1 Technology 10.47%
2 Consumer Discretionary 3.28%
3 Healthcare 3.01%
4 Industrials 2.99%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.02%
8,670
+726
27
$1.16M 1.02%
44,730
+3,375
28
$1.15M 1.01%
6,975
+915
29
$1.09M 0.96%
9,697
-509
30
$1.07M 0.93%
6,789
+860
31
$1.06M 0.92%
5,128
+2,692
32
$1.05M 0.92%
7,614
+1,545
33
$1.04M 0.91%
9,878
+1,250
34
$1.04M 0.91%
20,680
+2,000
35
$951K 0.83%
46,220
+1,000
36
$903K 0.79%
26,992
+2,227
37
$900K 0.79%
8,269
+310
38
$883K 0.77%
5,080
+1,790
39
$866K 0.76%
15,350
+2,075
40
$814K 0.71%
48,327
-18,289
41
$807K 0.71%
19,826
+1,107
42
$789K 0.69%
61,735
+18,622
43
$786K 0.69%
4,408
+200
44
$782K 0.68%
13,857
+2,305
45
$767K 0.67%
12,905
+1,410
46
$719K 0.63%
7,854
+1,683
47
$708K 0.62%
3,218
-168
48
$691K 0.6%
32,850
+1,900
49
$690K 0.6%
7,360
+250
50
$651K 0.57%
11,455
+800
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