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
$109M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$833K
3
+$416K
4
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$297K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$279K

Top Sells

1
+$3.19M
2
+$1.83M
3
+$843K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$387K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$381K

Sector Composition

1 Technology 7.41%
2 Healthcare 3.92%
3 Industrials 3.09%
4 Consumer Discretionary 2.84%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.61%
9,032
-115
52
$660K 0.6%
11,605
+260
53
$604K 0.55%
2,433
54
$585K 0.54%
16,425
+1,450
55
$569K 0.52%
11,405
+850
56
$563K 0.51%
6,441
-395
57
$554K 0.51%
3,654
-40
58
$504K 0.46%
1,104
59
$481K 0.44%
2,660
60
$470K 0.43%
1,521
61
$469K 0.43%
1
62
$467K 0.43%
5,285
-83
63
$458K 0.42%
5,335
-200
64
$447K 0.41%
1,272
65
$440K 0.4%
4,007
+215
66
$438K 0.4%
9,457
-4,807
67
$434K 0.4%
8,795
-2,990
68
$431K 0.39%
14,441
-423
69
$424K 0.39%
3,055
+75
70
$416K 0.38%
+16,979
71
$415K 0.38%
4,707
-213
72
$410K 0.38%
8,011
+675
73
$405K 0.37%
3,652
74
$396K 0.36%
5,055
+1,145
75
$394K 0.36%
1,495
1 2
3
4 5