AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $156M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$693K
3
+$501K
4
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$389K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$352K

Top Sells

1
+$465K
2
+$318K
3
+$294K
4
AAPL icon
Apple
AAPL
+$277K
5
HD icon
Home Depot
HD
+$256K

Sector Composition

1 Technology 10.48%
2 Consumer Discretionary 3.16%
3 Healthcare 2.91%
4 Industrials 2.41%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEAR icon
51
iShares Short Maturity Bond ETF
NEAR
$4.07B
$870K 0.56%
17,025
+1,125
QQQ icon
52
Invesco QQQ Trust
QQQ
$399B
$827K 0.53%
1,348
-31
CIBR icon
53
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.93B
$819K 0.53%
11,488
+718
FJP icon
54
First Trust Japan AlphaDEX Fund
FJP
$236M
$794K 0.51%
11,810
-40
BSCS icon
55
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.38B
$782K 0.5%
37,975
+5,160
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.08T
$758K 0.49%
1,508
BRK.A icon
57
Berkshire Hathaway Class A
BRK.A
$1.08T
$755K 0.49%
1
TOTL icon
58
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.17B
$755K 0.49%
18,750
+175
MCHP icon
59
Microchip Technology
MCHP
$36.7B
$754K 0.49%
11,839
WCMI
60
First Trust WCM International Equity ETF
WCMI
$990M
$744K 0.48%
43,603
+1,758
BSV icon
61
Vanguard Short-Term Bond ETF
BSV
$43.3B
$721K 0.46%
9,153
+200
PFFD icon
62
Global X US Preferred ETF
PFFD
$2.23B
$692K 0.44%
36,583
+250
RZV icon
63
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$253M
$685K 0.44%
5,760
-105
BSCQ icon
64
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.16B
$684K 0.44%
34,933
IJR icon
65
iShares Core S&P Small-Cap ETF
IJR
$94.2B
$670K 0.43%
5,574
-155
FTCS icon
66
First Trust Capital Strength ETF
FTCS
$8.32B
$668K 0.43%
7,219
-14
SLV icon
67
iShares Silver Trust
SLV
$42.4B
$644K 0.41%
10,004
+1,000
WMT icon
68
Walmart Inc
WMT
$983B
$620K 0.4%
5,565
VO icon
69
Vanguard Mid-Cap ETF
VO
$94.5B
$612K 0.39%
2,110
-548
VDE icon
70
Vanguard Energy ETF
VDE
$9.11B
$595K 0.38%
4,714
-1,064
VOO icon
71
Vanguard S&P 500 ETF
VOO
$849B
$579K 0.37%
923
PLTR icon
72
Palantir
PLTR
$365B
$572K 0.37%
3,220
+220
BSCT icon
73
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.8B
$565K 0.36%
29,985
+4,995
XLI icon
74
State Street Industrial Select Sector SPDR ETF
XLI
$30.9B
$559K 0.36%
3,582
+80
IEF icon
75
iShares 7-10 Year Treasury Bond ETF
IEF
$47.9B
$556K 0.36%
5,782
+335
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3
4 5