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
$127M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$582K
3
+$572K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$569K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$499K

Top Sells

1
+$346K
2
+$338K
3
+$333K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$268K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Technology 9.78%
2 Consumer Discretionary 3.77%
3 Healthcare 3.17%
4 Industrials 3.14%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.06%
28,045
-855
27
$1.32M 1.05%
7,072
+618
28
$1.23M 0.98%
2,354
+37
29
$1.2M 0.95%
13,404
+190
30
$1.2M 0.95%
5,085
-43
31
$1.19M 0.94%
53,025
+7,950
32
$1.15M 0.91%
7,275
-100
33
$1.12M 0.88%
14,680
+910
34
$1.11M 0.88%
10,925
+1,245
35
$1.11M 0.88%
16,665
+370
36
$1.06M 0.84%
5,100
+410
37
$1.05M 0.83%
6,651
+145
38
$1.02M 0.81%
6,537
-32
39
$990K 0.78%
7,545
40
$981K 0.78%
7,263
-240
41
$981K 0.78%
19,440
-6,700
42
$931K 0.74%
11,605
+750
43
$927K 0.73%
18,076
-125
44
$907K 0.72%
4,032
+2,527
45
$907K 0.72%
4,408
+35
46
$900K 0.71%
42,920
-1,800
47
$872K 0.69%
7,692
+627
48
$856K 0.68%
41,821
+28,434
49
$812K 0.64%
32,861
-4,569
50
$809K 0.64%
1,104
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