AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$141M
This Quarter Return
+10.47%
1 Year Return
+15.39%
3 Year Return
+61.72%
5 Year Return
+86.05%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+12%)
Cap. Flow
+$4.64M
Cap. Flow
% of AUM
3.73%
Top 10 Holdings %
Top 10 Hldgs %
35.73%
Holding
112
New
12
Increased
48
Reduced
21
Closed
5
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.23M |
| 2 |
SPDR S&P International Dividend ETF
DWX
|
$992K |
| 3 |
Global X Autonomous & Electric Vehicles ETF
DRIV
|
$899K |
| 4 |
ALPS Clean Energy ETF
ACES
|
$723K |
| 5 |
iShares US Technology ETF
IYW
|
$662K |
Top Sells
Sector Composition
| 1 | Technology | 6.58% |
| 2 | Consumer Discretionary | 2.94% |
| 3 | Industrials | 2.76% |
| 4 | Healthcare | 2.53% |
| 5 | Consumer Staples | 1.59% |
