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
$142M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$643K
2
+$561K
3
+$561K
4
ARKK icon
ARK Innovation ETF
ARKK
+$546K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$495K

Top Sells

1
+$1.12M
2
+$648K
3
+$545K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$315K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$125K

Sector Composition

1 Technology 6.62%
2 Consumer Discretionary 3.33%
3 Industrials 2.81%
4 Healthcare 2.04%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.3%
2,850
-695
77
$419K 0.3%
1
78
$415K 0.29%
20,659
79
$391K 0.28%
4,335
80
$388K 0.27%
4,086
81
$381K 0.27%
963
82
$380K 0.27%
14,901
+406
83
$373K 0.26%
3,644
-1
84
$347K 0.24%
6,300
85
$342K 0.24%
10,035
+86
86
$337K 0.24%
22,500
87
$334K 0.24%
1,445
88
$334K 0.24%
12,245
89
$316K 0.22%
9,229
+1,525
90
$308K 0.22%
6,580
-5
91
$293K 0.21%
3,767
-490
92
$292K 0.21%
2,507
93
$291K 0.21%
6,180
94
$290K 0.2%
825
+185
95
$288K 0.2%
7,356
-1,175
96
$287K 0.2%
+4,150
97
$285K 0.2%
+9,700
98
$282K 0.2%
5,190
99
$276K 0.19%
2,904
100
$272K 0.19%
6,010
1 2 3
4
5