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
$131M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$828K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$679K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$658K

Top Sells

1
+$1.74M
2
+$1.5M
3
+$1.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$700K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$627K

Sector Composition

1 Technology 6.33%
2 Industrials 2.99%
3 Consumer Discretionary 2.85%
4 Healthcare 2.24%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$365K 0.28%
4,335
-1,150
77
$361K 0.28%
4,086
78
$359K 0.27%
3,645
79
$339K 0.26%
963
80
$336K 0.26%
6,300
81
$330K 0.25%
22,500
82
$328K 0.25%
12,245
-2,200
83
$324K 0.25%
1,445
84
$323K 0.25%
9,949
-902
85
$313K 0.24%
4,257
-1,229
86
$309K 0.24%
8,531
+1,010
87
$294K 0.22%
+5,735
88
$286K 0.22%
2,507
89
$280K 0.21%
6,180
90
$275K 0.21%
6,585
91
$272K 0.21%
5,190
-228
92
$270K 0.21%
2,904
-175
93
$264K 0.2%
5,155
94
$264K 0.2%
6,010
95
$255K 0.19%
7,920
96
$255K 0.19%
1,992
97
$254K 0.19%
3,079
98
$253K 0.19%
2,419
99
$247K 0.19%
10,796
-1,785
100
$239K 0.18%
15,792
+2,400
1 2 3
4
5