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
$140M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$584K
3
+$546K
4
INDA icon
iShares MSCI India ETF
INDA
+$494K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$408K

Top Sells

1
+$650K
2
+$507K
3
+$413K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$358K
5
AAPL icon
Apple
AAPL
+$335K

Sector Composition

1 Technology 10.34%
2 Consumer Discretionary 3.68%
3 Healthcare 3.38%
4 Industrials 3.17%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$889K 0.64%
16,385
-7,620
52
$786K 0.56%
15,340
-3,400
53
$731K 0.52%
35,185
+9,925
54
$718K 0.51%
4,329
-120
55
$708K 0.51%
6,475
-47
56
$694K 0.5%
1,508
-1
57
$693K 0.5%
5,925
+529
58
$691K 0.49%
1
59
$668K 0.48%
8,488
+555
60
$660K 0.47%
1,353
-30
61
$658K 0.47%
31,145
-7,575
62
$652K 0.47%
2,473
-80
63
$641K 0.46%
10,816
-55
64
$614K 0.44%
7,755
-90
65
$584K 0.42%
+5,510
66
$579K 0.41%
28,045
-25
67
$566K 0.41%
22,610
+5,495
68
$556K 0.4%
1,054
-90
69
$546K 0.39%
+5,565
70
$533K 0.38%
6,066
-630
71
$526K 0.38%
3,037
72
$510K 0.37%
31,802
+2,961
73
$493K 0.35%
6,110
-450
74
$492K 0.35%
11,880
+4,879
75
$483K 0.35%
25,350
+12,800
1 2
3
4 5