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
$131M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$616K
3
+$441K
4
FBLG icon
FibroBiologics
FBLG
+$440K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$416K

Top Sells

1
+$548K
2
+$453K
3
+$378K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$374K
5
SIXG
Defiance Connective Technologies ETF
SIXG
+$265K

Sector Composition

1 Technology 10.67%
2 Consumer Discretionary 3.63%
3 Healthcare 3.36%
4 Industrials 2.89%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$810K 0.62%
4,449
+110
52
$663K 0.51%
1,383
+25
53
$651K 0.5%
15,835
+1,080
54
$650K 0.5%
11,490
+3,240
55
$647K 0.5%
6,522
56
$641K 0.49%
+11,485
57
$618K 0.47%
2,553
58
$614K 0.47%
1,509
-12
59
$613K 0.47%
10,871
+650
60
$612K 0.47%
1
61
$610K 0.47%
6,696
+395
62
$608K 0.47%
7,933
+260
63
$577K 0.44%
7,845
-325
64
$576K 0.44%
5,396
-94
65
$574K 0.44%
28,070
+550
66
$572K 0.44%
1,144
+37
67
$567K 0.43%
10,297
+1,075
68
$512K 0.39%
4,135
69
$501K 0.38%
11,834
-1,494
70
$501K 0.38%
3,037
71
$497K 0.38%
25,260
+500
72
$468K 0.36%
28,841
+1,502
73
$458K 0.35%
2,145
+105
74
$450K 0.34%
2,800
75
$446K 0.34%
2,705
-100
1 2
3
4 5