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
$141M
AUM Growth
-$769K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$572K
3
+$568K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$417K
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$378K

Top Sells

1
+$529K
2
+$492K
3
+$444K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$338K
5
NCLH icon
Norwegian Cruise Line
NCLH
+$285K

Sector Composition

1 Technology 6.98%
2 Consumer Discretionary 3.09%
3 Industrials 2.81%
4 Healthcare 2.01%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$773K 0.55%
33,266
-3,650
52
$771K 0.55%
22,325
+975
53
$770K 0.55%
9,736
+2,926
54
$768K 0.54%
6,949
-571
55
$720K 0.51%
2,912
-60
56
$716K 0.51%
4,358
+50
57
$698K 0.49%
9,337
-1,165
58
$698K 0.49%
5,220
-480
59
$677K 0.48%
13,655
-6,826
60
$676K 0.48%
12,695
+900
61
$654K 0.46%
6,062
62
$648K 0.46%
3,053
63
$624K 0.44%
28,200
+1,700
64
$572K 0.41%
+69,875
65
$569K 0.4%
15,656
-99
66
$538K 0.38%
1,502
-60
67
$534K 0.38%
3,819
-100
68
$528K 0.37%
2,371
-75
69
$479K 0.34%
4,390
-808
70
$448K 0.32%
3,792
-30
71
$438K 0.31%
8,535
+200
72
$433K 0.31%
963
73
$430K 0.3%
9,845
-3,299
74
$415K 0.29%
1,521
-50
75
$415K 0.29%
20,659
1 2
3
4 5