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
$140M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$584K
3
+$546K
4
INDA icon
iShares MSCI India ETF
INDA
+$494K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$408K

Top Sells

1
+$650K
2
+$507K
3
+$413K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$358K
5
AAPL icon
Apple
AAPL
+$335K

Sector Composition

1 Technology 10.34%
2 Consumer Discretionary 3.68%
3 Healthcare 3.38%
4 Industrials 3.17%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.02%
7,971
-835
27
$1.41M 1.01%
11,501
-54
28
$1.4M 1%
2,384
+5
29
$1.37M 0.98%
11,320
+20
30
$1.35M 0.97%
11,370
-20
31
$1.28M 0.91%
55,410
+3,535
32
$1.23M 0.88%
17,425
+385
33
$1.17M 0.83%
19,930
+8,445
34
$1.17M 0.83%
4,785
-300
35
$1.15M 0.82%
5,075
-25
36
$1.14M 0.82%
7,040
+4,660
37
$1.13M 0.81%
24,845
+9,010
38
$1.12M 0.8%
6,915
-50
39
$1.1M 0.78%
4,510
40
$1.09M 0.78%
6,527
-10
41
$1.09M 0.78%
7,168
-95
42
$1.07M 0.77%
13,349
43
$1.06M 0.76%
35,370
+4,890
44
$1.02M 0.73%
7,185
-105
45
$974K 0.7%
1,099
-5
46
$953K 0.68%
10,501
-1,729
47
$940K 0.67%
6,381
-100
48
$926K 0.66%
17,620
-9,650
49
$910K 0.65%
7,764
-274
50
$898K 0.64%
17,059
-367
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