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
$113M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$334K
3
+$306K
4
SCHW icon
Charles Schwab
SCHW
+$263K
5
IFN
India Fund
IFN
+$245K

Top Sells

1
+$1.83M
2
+$398K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$298K

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 3.68%
3 Healthcare 3.27%
4 Industrials 3.05%
5 Consumer Staples 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 1.02%
7,375
+95
27
$1.13M 0.99%
5,128
28
$1.12M 0.99%
2,317
-616
29
$1.09M 0.96%
9,259
+94
30
$992K 0.88%
16,295
-106
31
$988K 0.87%
13,770
-63
32
$970K 0.86%
6,506
-302
33
$963K 0.85%
45,075
+14,314
34
$953K 0.84%
6,569
35
$943K 0.83%
7,545
-1,495
36
$934K 0.82%
44,720
-2,000
37
$933K 0.82%
18,201
-535
38
$930K 0.82%
18,465
+2,151
39
$923K 0.82%
37,430
-2,294
40
$921K 0.81%
7,503
-215
41
$903K 0.8%
4,690
-164
42
$892K 0.79%
9,680
+3,621
43
$836K 0.74%
4,373
-171
44
$763K 0.67%
18,570
-414
45
$760K 0.67%
10,855
+56
46
$754K 0.67%
6,454
-327
47
$738K 0.65%
7,065
-494
48
$729K 0.64%
1,104
49
$708K 0.63%
6,601
50
$637K 0.56%
8,995
+1,275
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