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
$134M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$997K
3
+$384K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$370K
5
KBE icon
SPDR S&P Bank ETF
KBE
+$362K

Top Sells

1
+$658K
2
+$594K
3
+$583K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$363K
5
TT icon
Trane Technologies
TT
+$362K

Sector Composition

1 Technology 10.34%
2 Consumer Discretionary 3.5%
3 Healthcare 2.61%
4 Industrials 2.52%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$768K 0.57%
15,200
-140
52
$723K 0.54%
12,599
-750
53
$716K 0.53%
6,425
-50
54
$692K 0.52%
35,485
+300
55
$684K 0.51%
1,508
56
$683K 0.51%
5,925
57
$682K 0.51%
26,725
+4,115
58
$681K 0.51%
1
59
$677K 0.5%
3,574
-755
60
$662K 0.49%
8,573
+85
61
$651K 0.49%
7,417
-3,084
62
$649K 0.48%
2,800
63
$624K 0.47%
5,390
-2,374
64
$623K 0.46%
2,358
-115
65
$617K 0.46%
9,726
-1,090
66
$600K 0.45%
29,045
+1,000
67
$598K 0.45%
7,825
+70
68
$591K 0.44%
30,154
-1,648
69
$581K 0.43%
29,816
+6,686
70
$568K 0.42%
1,054
71
$559K 0.42%
28,763
+4,793
72
$556K 0.41%
14,115
+2,235
73
$555K 0.41%
5,035
-475
74
$550K 0.41%
1,075
-278
75
$547K 0.41%
6,050
-60
1 2
3
4 5