AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$141M
1-Year Return
15.39%
This Quarter Return
+5.55%
1 Year Return
+15.39%
3 Year Return
+61.72%
5 Year Return
+86.05%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.57%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares GNMA Bond ETF
GNMA
|
$6.21M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$5.91M |
| 3 |
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
|
$3.51M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.28M |
| 5 |
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% |
