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
$108M
AUM Growth
-$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$235K
3
+$233K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$231K
5
AMGN icon
Amgen
AMGN
+$218K

Top Sells

1
+$586K
2
+$516K
3
+$499K
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$499K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K

Sector Composition

1 Technology 9.91%
2 Healthcare 3.4%
3 Consumer Discretionary 3.33%
4 Industrials 3.15%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 1.05%
11,477
+1,599
27
$1.13M 1.04%
6,808
+19
28
$1.07M 1%
13,292
-472
29
$1.07M 0.99%
2,933
+179
30
$1.04M 0.96%
9,040
-4,336
31
$1.03M 0.95%
13,833
+928
32
$1.02M 0.94%
39,724
-5,006
33
$999K 0.93%
5,128
34
$966K 0.89%
46,720
+500
35
$934K 0.86%
18,736
-1,944
36
$933K 0.86%
28,994
+2,002
37
$894K 0.83%
16,401
+1,051
38
$872K 0.81%
+16,314
39
$860K 0.8%
6,569
-1,045
40
$840K 0.78%
6,781
-1,073
41
$833K 0.77%
4,854
-226
42
$810K 0.75%
7,718
-551
43
$760K 0.7%
18,984
-842
44
$756K 0.7%
4,544
+136
45
$737K 0.68%
7,559
+2,414
46
$720K 0.67%
30,761
-2,089
47
$685K 0.64%
10,799
-656
48
$684K 0.63%
8,211
+2,431
49
$643K 0.6%
6,860
-500
50
$624K 0.58%
1,104
1
2
3 4 5