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
$113M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$334K
3
+$306K
4
SCHW icon
Charles Schwab
SCHW
+$263K
5
IFN
India Fund
IFN
+$245K

Top Sells

1
+$1.83M
2
+$398K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$298K

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 3.68%
3 Healthcare 3.27%
4 Industrials 3.05%
5 Consumer Staples 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$594K 0.52%
2,553
-115
52
$586K 0.52%
+13,140
53
$585K 0.52%
12,856
+1,970
54
$571K 0.5%
7,418
-400
55
$543K 0.48%
1
56
$542K 0.48%
1,521
57
$537K 0.47%
14,270
-266
58
$533K 0.47%
10,611
-816
59
$527K 0.47%
6,291
60
$527K 0.47%
25,770
+1,500
61
$490K 0.43%
5,168
-1,692
62
$485K 0.43%
11,922
-1,644
63
$484K 0.43%
1,107
64
$478K 0.42%
8,865
-3,219
65
$476K 0.42%
2,805
66
$462K 0.41%
8,590
-45
67
$454K 0.4%
4,160
68
$448K 0.4%
1,093
-746
69
$445K 0.39%
3,037
-752
70
$442K 0.39%
7,722
-301
71
$442K 0.39%
1,490
72
$436K 0.38%
3,119
-262
73
$431K 0.38%
3,917
-97
74
$426K 0.38%
1,701
75
$418K 0.37%
3,859
+378
1 2
3
4 5