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
$111M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$341K
3
+$330K
4
AZN icon
AstraZeneca
AZN
+$264K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$260K

Top Sells

1
+$491K
2
+$490K
3
+$291K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$245K
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$209K

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 3.26%
3 Healthcare 2.87%
4 Industrials 2.35%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.57%
12,191
-335
52
$581K 0.52%
11,118
-403
53
$562K 0.5%
6,414
-125
54
$545K 0.49%
3,919
55
$505K 0.45%
3,645
56
$494K 0.44%
2,469
-155
57
$492K 0.44%
4,705
+1,357
58
$464K 0.42%
+9,250
59
$456K 0.41%
1,641
-210
60
$434K 0.39%
17,789
-330
61
$431K 0.39%
12,234
-150
62
$427K 0.38%
5,392
-288
63
$418K 0.38%
5,700
64
$401K 0.36%
3,687
65
$385K 0.35%
14,445
66
$374K 0.34%
19,636
-15,302
67
$372K 0.33%
21,109
-1,950
68
$359K 0.32%
1,686
-100
69
$355K 0.32%
14,457
+21
70
$335K 0.3%
5,560
71
$333K 0.3%
938
-198
72
$330K 0.3%
+5,100
73
$322K 0.29%
22,500
74
$320K 0.29%
1
75
$317K 0.28%
1,445
1 2
3
4