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
$131M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$616K
3
+$441K
4
FBLG icon
FibroBiologics
FBLG
+$440K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$416K

Top Sells

1
+$548K
2
+$453K
3
+$378K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$374K
5
SIXG
Defiance Connective Technologies ETF
SIXG
+$265K

Sector Composition

1 Technology 10.67%
2 Consumer Discretionary 3.63%
3 Healthcare 3.36%
4 Industrials 2.89%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.05%
11,897
+47
27
$1.37M 1.05%
2,379
+25
28
$1.36M 1.04%
27,270
-775
29
$1.27M 0.97%
12,360
+1,435
30
$1.24M 0.95%
15,560
+880
31
$1.24M 0.95%
24,005
-480
32
$1.22M 0.94%
13,349
-55
33
$1.17M 0.89%
5,085
34
$1.17M 0.89%
51,875
-1,150
35
$1.15M 0.88%
5,100
36
$1.11M 0.85%
17,040
+375
37
$1.09M 0.84%
7,263
38
$1.03M 0.79%
12,230
-4,449
39
$1.02M 0.78%
11,390
-215
40
$1.02M 0.78%
6,965
-310
41
$1.01M 0.78%
6,481
-170
42
$983K 0.75%
6,537
43
$970K 0.74%
4,510
+102
44
$943K 0.72%
18,740
-700
45
$938K 0.72%
1,104
46
$927K 0.71%
7,290
-255
47
$893K 0.68%
17,426
-650
48
$881K 0.67%
30,480
+21,305
49
$872K 0.67%
8,038
+346
50
$815K 0.62%
38,720
-4,200
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