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
$111M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$341K
3
+$330K
4
AZN icon
AstraZeneca
AZN
+$264K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$260K

Top Sells

1
+$491K
2
+$490K
3
+$291K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$245K
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$209K

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 3.26%
3 Healthcare 2.87%
4 Industrials 2.35%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.27%
13,500
+1,500
77
$295K 0.27%
3,079
78
$281K 0.25%
3,645
79
$278K 0.25%
6,300
80
$278K 0.25%
10,723
81
$274K 0.25%
5,880
-15
82
$271K 0.24%
7,780
-1,475
83
$264K 0.24%
+4,815
84
$255K 0.23%
3,079
85
$250K 0.22%
2,450
-50
86
$242K 0.22%
1,650
87
$229K 0.21%
6,585
-250
88
$224K 0.2%
986
89
$210K 0.19%
2,911
-975
90
$208K 0.19%
+8,025
91
$207K 0.19%
+6,135
92
$207K 0.19%
+4,086
93
$204K 0.18%
2,507
94
$201K 0.18%
9,354
+530
95
$201K 0.18%
1,775
-310
96
$148K 0.13%
10,167
97
$49K 0.04%
14,299
98
– –
-1,545
99
– –
-11,525
1 2 3
4