AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $154M
1-Year Est. Return 21.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$775K
3
+$540K
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$501K
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$458K

Top Sells

1
+$1.34M
2
+$391K
3
+$323K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$318K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$225K

Sector Composition

1 Technology 10.72%
2 Consumer Discretionary 3.33%
3 Industrials 2.84%
4 Healthcare 2.76%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.05%
29,755
-150
27
$1.53M 1%
8,054
28
$1.43M 0.94%
10,287
-384
29
$1.4M 0.92%
4,777
30
$1.38M 0.9%
19,620
+7,990
31
$1.34M 0.88%
9,500
32
$1.32M 0.86%
6,733
33
$1.3M 0.85%
3,994
+194
34
$1.26M 0.83%
51,815
-2,005
35
$1.25M 0.82%
17,370
-125
36
$1.2M 0.79%
6,485
+60
37
$1.18M 0.77%
6,774
38
$1.09M 0.72%
22,140
+17,035
39
$1.01M 0.66%
1,090
-5
40
$1.01M 0.66%
7,185
41
$989K 0.65%
16,180
+7,640
42
$985K 0.65%
18,578
+1,015
43
$952K 0.62%
11,936
+6,901
44
$935K 0.61%
2,835
45
$902K 0.59%
16,474
46
$898K 0.59%
32,472
+1,900
47
$873K 0.57%
26,110
-4,750
48
$871K 0.57%
3,668
-164
49
$828K 0.54%
1,379
+69
50
$822K 0.54%
8,065
-1,180
1
2
3 4 5