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
$114M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$554K
3
+$517K
4
AAPL icon
Apple
AAPL
+$512K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$496K

Top Sells

1
+$368K
2
+$308K
3
+$152K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$148K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$102K

Sector Composition

1 Technology 10.47%
2 Consumer Discretionary 3.28%
3 Healthcare 3.01%
4 Industrials 2.99%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$608K 0.53%
6,501
+348
52
$600K 0.53%
15,690
+1,759
53
$597K 0.52%
7,899
-510
54
$594K 0.52%
1,104
+175
55
$586K 0.51%
11,447
-114
56
$560K 0.49%
16,620
-1,400
57
$539K 0.47%
3,554
+200
58
$532K 0.47%
2,173
-260
59
$528K 0.46%
6,501
-65
60
$522K 0.46%
11,431
+3,526
61
$519K 0.45%
1,521
+212
62
$518K 0.45%
1
63
$511K 0.45%
1,382
+10
64
$507K 0.44%
8,656
+900
65
$496K 0.43%
+5,145
66
$493K 0.43%
2,660
+734
67
$492K 0.43%
1,207
-65
68
$475K 0.42%
+5,780
69
$474K 0.41%
3,959
+1,100
70
$470K 0.41%
13,969
+1,252
71
$453K 0.4%
9,965
+1,700
72
$448K 0.39%
22,270
+2,150
73
$438K 0.38%
5,190
+900
74
$437K 0.38%
4,007
75
$421K 0.37%
3,652
-29
1 2
3
4 5