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
$131M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$828K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$679K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$658K

Top Sells

1
+$1.74M
2
+$1.5M
3
+$1.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$700K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$627K

Sector Composition

1 Technology 6.33%
2 Industrials 2.99%
3 Consumer Discretionary 2.85%
4 Healthcare 2.24%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$828K 0.63%
+9,595
52
$755K 0.58%
11,795
-173
53
$713K 0.54%
3,119
-243
54
$713K 0.54%
5,425
+670
55
$693K 0.53%
6,404
-10
56
$689K 0.53%
4,308
57
$663K 0.51%
3,053
-33
58
$660K 0.5%
19,500
+1,041
59
$588K 0.45%
5,700
60
$552K 0.42%
1,731
+20
61
$551K 0.42%
12,419
62
$545K 0.42%
15,479
+2
63
$534K 0.41%
24,100
+3,950
64
$531K 0.41%
3,919
-70
65
$501K 0.38%
3,545
-155
66
$501K 0.38%
2,366
-110
67
$496K 0.38%
+5,595
68
$466K 0.36%
5,075
+50
69
$440K 0.34%
3,675
+30
70
$440K 0.34%
20,659
+900
71
$401K 0.31%
3,346
+637
72
$401K 0.31%
3,699
+14
73
$389K 0.3%
1,521
-165
74
$386K 0.29%
1
75
$367K 0.28%
14,495
+18
1 2
3
4 5