AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$141M
This Quarter Return
+14.94%
1 Year Return
+15.39%
3 Year Return
+61.72%
5 Year Return
+86.05%
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+15%)
Cap. Flow
+$1.79M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
35.52%
Holding
100
New
11
Increased
39
Reduced
24
Closed
7
Top Buys
| 1 |
First Trust Capital Strength ETF
FTCS
|
$1.52M |
| 2 |
iShares US Medical Devices ETF
IHI
|
$1.15M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$520K |
| 4 |
Visa
V
|
$507K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$498K |
Top Sells
Sector Composition
| 1 | Technology | 6.34% |
| 2 | Consumer Discretionary | 3.06% |
| 3 | Healthcare | 2.74% |
| 4 | Industrials | 2.09% |
| 5 | Consumer Staples | 1.44% |
