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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.91M
3
+$3.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.4%
2 Healthcare 2.51%
3 Consumer Discretionary 2.46%
4 Industrials 2.23%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.58%
+3,155
52
$589K 0.57%
+21,187
53
$567K 0.55%
+26,625
54
$498K 0.48%
+3,645
55
$489K 0.47%
+3,919
56
$482K 0.47%
+6,985
57
$472K 0.46%
+3,938
58
$451K 0.44%
+3,741
59
$445K 0.43%
+10,480
60
$425K 0.41%
+1,876
61
$385K 0.37%
+17,890
62
$380K 0.37%
+10,219
63
$368K 0.36%
+7,830
64
$359K 0.35%
+5,360
65
$358K 0.35%
+13,545
66
$340K 0.33%
+1
67
$340K 0.33%
+3,350
68
$332K 0.32%
+12,700
69
$330K 0.32%
+3,797
70
$326K 0.31%
+3,757
71
$321K 0.31%
+1,511
72
$321K 0.31%
+4,640
73
$312K 0.3%
+22,500
74
$300K 0.29%
+2,335
75
$300K 0.29%
+10,636
1 2
3
4