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AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $154M
1-Year Est. Return 21.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.02M
3
+$612K
4
RIO icon
Rio Tinto
RIO
+$526K
5
BUI icon
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
+$496K

Top Sells

1
+$2.04M
2
+$1.08M
3
+$1.06M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$482K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 9.12%
2 Healthcare 3.87%
3 Consumer Discretionary 2.71%
4 Industrials 2.58%
5 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
76
Caterpillar
CAT
$421B
$616K 0.4%
869
-80
XLI icon
77
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
$581K 0.38%
3,592
+10
VO icon
78
Vanguard Mid-Cap ETF
VO
$103B
$563K 0.36%
7,840
-600
VYM icon
79
Vanguard High Dividend Yield ETF
VYM
$78.6B
$558K 0.36%
3,765
CVX icon
80
Chevron
CVX
$372B
$546K 0.35%
2,641
-145
RIO icon
81
Rio Tinto
RIO
$165B
$538K 0.35%
+5,765
FPEI icon
82
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.88B
$520K 0.34%
27,365
FTA icon
83
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.32B
$519K 0.34%
5,620
-50
EPD icon
84
Enterprise Products Partners
EPD
$80.8B
$504K 0.33%
13,310
-725
FPE icon
85
First Trust Preferred Securities and Income ETF
FPE
$6.31B
$503K 0.33%
28,350
+1,375
JPM icon
86
JPMorgan Chase
JPM
$838B
$493K 0.32%
1,675
VWO icon
87
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$480K 0.31%
8,878
+3,470
WM icon
88
Waste Management
WM
$88.9B
$478K 0.31%
2,080
-125
PLTR icon
89
Palantir
PLTR
$317B
$471K 0.31%
3,220
IHE icon
90
iShares US Pharmaceuticals ETF
IHE
$933M
$464K 0.3%
+5,351
FCX icon
91
Freeport-McMoran
FCX
$92.4B
$462K 0.3%
+7,863
MRK icon
92
Merck
MRK
$295B
$457K 0.3%
3,795
GDX icon
93
VanEck Gold Miners ETF
GDX
$23.6B
$439K 0.28%
4,785
LDUR icon
94
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.36B
$438K 0.28%
4,573
ETV
95
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$422K 0.27%
28,770
+1,100
VBIL
96
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$8.36B
$419K 0.27%
5,545
+2,685
TSLA icon
97
Tesla
TSLA
$1.49T
$415K 0.27%
1,117
+83
DXJ icon
98
WisdomTree Japan Hedged Equity Fund
DXJ
$6.78B
$412K 0.27%
2,599
IBM icon
99
IBM
IBM
$261B
$402K 0.26%
1,657
-117
CB icon
100
Chubb
CB
$126B
$392K 0.25%
1,240
2 3
4
5 6