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
$127M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$582K
3
+$572K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$569K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$499K

Top Sells

1
+$346K
2
+$338K
3
+$333K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$268K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Technology 9.78%
2 Consumer Discretionary 3.77%
3 Healthcare 3.17%
4 Industrials 3.14%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.59%
8,260
+400
52
$701K 0.55%
6,522
-79
53
$655K 0.52%
4,339
+1,220
54
$640K 0.51%
1,521
55
$638K 0.5%
2,553
56
$634K 0.5%
1
57
$624K 0.49%
8,170
-825
58
$621K 0.49%
14,755
+485
59
$607K 0.48%
5,490
+1,631
60
$603K 0.48%
1,358
+265
61
$603K 0.48%
13,328
+472
62
$595K 0.47%
6,301
+10
63
$588K 0.47%
7,673
+255
64
$576K 0.46%
10,221
+1,631
65
$572K 0.45%
+8,250
66
$562K 0.44%
27,520
+1,750
67
$546K 0.43%
4,135
-25
68
$541K 0.43%
9,222
+1,500
69
$532K 0.42%
1,107
70
$499K 0.39%
+24,760
71
$493K 0.39%
3,037
72
$491K 0.39%
2,805
73
$491K 0.39%
8,375
-490
74
$474K 0.37%
12,125
+750
75
$470K 0.37%
4,132
+215
1 2
3
4 5