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
$106M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.15M
3
+$520K
4
V icon
Visa
V
+$507K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$498K

Top Sells

1
+$980K
2
+$939K
3
+$661K
4
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$592K
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$506K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 3.06%
3 Healthcare 2.74%
4 Industrials 2.09%
5 Consumer Staples 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$668K 0.63%
3,465
+30
52
$642K 0.61%
6,539
+3,180
53
$642K 0.61%
6,711
-6,911
54
$538K 0.51%
11,521
+570
55
$507K 0.48%
+2,624
56
$482K 0.46%
3,645
57
$469K 0.44%
3,919
58
$458K 0.43%
1,851
59
$447K 0.42%
12,384
-10,641
60
$434K 0.41%
23,059
-3,075
61
$427K 0.4%
18,119
+1,625
62
$419K 0.4%
5,680
+1,923
63
$404K 0.38%
5,700
64
$384K 0.36%
14,445
+400
65
$347K 0.33%
3,886
66
$346K 0.33%
14,436
+21
67
$344K 0.32%
1,136
+400
68
$337K 0.32%
3,687
+40
69
$333K 0.31%
3,348
+50
70
$320K 0.3%
22,500
71
$319K 0.3%
1,786
72
$319K 0.3%
5,560
-1,425
73
$293K 0.28%
3,079
74
$287K 0.27%
9,255
+316
75
$267K 0.25%
1
1 2
3
4