AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$141M
This Quarter Return
-2.83%
1 Year Return
+15.39%
3 Year Return
+61.72%
5 Year Return
+86.05%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(-5.6%)
Cap. Flow
-$3.43M
Cap. Flow
% of AUM
-3.18%
Top 10 Holdings %
Top 10 Hldgs %
37.41%
Holding
124
New
7
Increased
35
Reduced
55
Closed
9
Top Buys
| 1 |
First Trust Japan AlphaDEX Fund
FJP
|
$872K |
| 2 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
$235K |
| 3 |
Eaton
ETN
|
$233K |
| 4 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
$231K |
| 5 |
Amgen
AMGN
|
$218K |
Top Sells
Sector Composition
| 1 | Technology | 9.91% |
| 2 | Healthcare | 3.4% |
| 3 | Consumer Discretionary | 3.33% |
| 4 | Industrials | 3.15% |
| 5 | Consumer Staples | 2.1% |
