AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $156M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$488K
3
+$424K
4
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$412K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$371K

Top Sells

1
+$536K
2
+$452K
3
+$403K
4
DLR icon
Digital Realty Trust
DLR
+$398K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$319K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 3.38%
3 Industrials 2.86%
4 Healthcare 2.61%
5 Financials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.52%
1,508
52
$729K 0.52%
1
53
$723K 0.51%
1,310
-5
54
$701K 0.5%
+11,630
55
$695K 0.49%
36,908
56
$693K 0.49%
3,975
-2,435
57
$693K 0.49%
11,600
-2,000
58
$682K 0.48%
17,002
+375
59
$677K 0.48%
34,693
+2,360
60
$667K 0.47%
3,832
-193
61
$659K 0.47%
8,378
-215
62
$651K 0.46%
31,785
+1,990
63
$648K 0.46%
7,128
-250
64
$634K 0.45%
6,050
-3
65
$631K 0.45%
5,775
-635
66
$599K 0.42%
4,186
-1,740
67
$599K 0.42%
28,968
+923
68
$575K 0.41%
5,885
69
$544K 0.38%
2,488
70
$526K 0.37%
5,735
-787
71
$524K 0.37%
923
-4
72
$517K 0.37%
3,502
73
$515K 0.36%
2,250
+125
74
$508K 0.36%
5,305
-550
75
$507K 0.36%
12,518
+3,921
1 2
3
4 5