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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
$154M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.02M
3
+$612K
4
RIO icon
Rio Tinto
RIO
+$526K
5
BUI icon
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
+$496K

Top Sells

1
+$2.04M
2
+$1.08M
3
+$1.06M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$482K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 9.12%
2 Healthcare 3.87%
3 Consumer Discretionary 2.71%
4 Industrials 2.58%
5 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TOTL icon
51
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.14B
$904K 0.59%
22,762
+4,012
SLV icon
52
iShares Silver Trust
SLV
$31.5B
$893K 0.58%
13,104
+3,100
BSCS icon
53
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.48B
$892K 0.58%
43,676
+5,701
NEAR icon
54
iShares Short Maturity Bond ETF
NEAR
$4.57B
$873K 0.57%
17,175
+150
FJP icon
55
First Trust Japan AlphaDEX Fund
FJP
$246M
$857K 0.56%
11,810
BUFR icon
56
FT Vest Fund of Buffer ETFs
BUFR
$9.55B
$850K 0.55%
25,185
-585
BSV icon
57
Vanguard Short-Term Bond ETF
BSV
$45B
$816K 0.53%
10,408
+1,255
AVGO icon
58
Broadcom
AVGO
$1.86T
$810K 0.52%
2,617
-75
QQQ icon
59
Invesco QQQ Trust
QQQ
$470B
$769K 0.5%
1,333
-15
PTLC icon
60
Pacer Trendpilot US Large Cap ETF
PTLC
$3.26B
$769K 0.5%
14,656
-1,450
MCHP icon
61
Microchip Technology
MCHP
$49.6B
$756K 0.49%
11,706
-133
WCMI
62
First Trust WCM International Equity ETF
WCMI
$1.46B
$756K 0.49%
45,088
+1,485
RZV icon
63
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$271M
$730K 0.47%
5,870
+110
WMT icon
64
Walmart Inc
WMT
$946B
$729K 0.47%
5,865
+300
IJR icon
65
iShares Core S&P Small-Cap ETF
IJR
$105B
$722K 0.47%
5,804
+230
BRK.A icon
66
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.47%
1
VDE icon
67
Vanguard Energy ETF
VDE
$9.83B
$702K 0.45%
4,055
-659
CIBR icon
68
First Trust NASDAQ Cybersecurity ETF
CIBR
$13B
$702K 0.45%
11,193
-295
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.05T
$694K 0.45%
1,448
-60
PFFD icon
70
Global X US Preferred ETF
PFFD
$2.14B
$689K 0.45%
37,448
+865
BSCQ icon
71
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$687K 0.45%
35,190
+257
BSCT icon
72
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$679K 0.44%
36,390
+6,405
VOO icon
73
Vanguard S&P 500 ETF
VOO
$970B
$675K 0.44%
1,129
+206
FTCS icon
74
First Trust Capital Strength ETF
FTCS
$7.74B
$659K 0.43%
7,109
-110
IEF icon
75
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$633K 0.41%
6,635
+853
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3
4 5