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
$108M
AUM Growth
-$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$235K
3
+$233K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$231K
5
AMGN icon
Amgen
AMGN
+$218K

Top Sells

1
+$586K
2
+$516K
3
+$499K
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$499K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K

Sector Composition

1 Technology 9.91%
2 Healthcare 3.4%
3 Consumer Discretionary 3.33%
4 Industrials 3.15%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.57%
12,084
-1,773
52
$601K 0.56%
6,601
+100
53
$588K 0.54%
7,818
-81
54
$569K 0.53%
6,291
-210
55
$556K 0.51%
2,668
-550
56
$553K 0.51%
3,789
+235
57
$542K 0.5%
14,536
-2,084
58
$533K 0.49%
1,521
59
$531K 0.49%
1
60
$531K 0.49%
43,421
-18,314
61
$530K 0.49%
13,566
-2,124
62
$525K 0.49%
6,059
+869
63
$518K 0.48%
3,381
-578
64
$500K 0.46%
7,720
+2,975
65
$493K 0.46%
1,839
+457
66
$488K 0.45%
24,270
+2,000
67
$476K 0.44%
8,023
-633
68
$475K 0.44%
2,805
+145
69
$449K 0.42%
8,635
-1,330
70
$441K 0.41%
10,886
-545
71
$435K 0.4%
1,107
-100
72
$428K 0.4%
4,160
+508
73
$413K 0.38%
12,502
-1,467
74
$406K 0.38%
11,427
+226
75
$400K 0.37%
4,014
+7
1 2
3
4 5