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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.91M
3
+$3.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.4%
2 Healthcare 2.51%
3 Consumer Discretionary 2.46%
4 Industrials 2.23%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.29%
+3,359
77
$292K 0.28%
+3,020
78
$292K 0.28%
+2,666
79
$286K 0.28%
+1,445
80
$281K 0.27%
+3,079
81
$278K 0.27%
+2,632
82
$271K 0.26%
+2,440
83
$266K 0.26%
+6,747
84
$262K 0.25%
+986
85
$259K 0.25%
+2,751
86
$248K 0.24%
+7,018
87
$236K 0.23%
+7,997
88
$228K 0.22%
+3,261
89
$218K 0.21%
+743
90
$218K 0.21%
+5,505
91
$213K 0.21%
+5,350
92
$207K 0.2%
+4,155
93
$206K 0.2%
+1,094
94
$204K 0.2%
+7,560
95
$173K 0.17%
+17,250
96
$60K 0.06%
+14,299
1 2 3
4