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
$141M
AUM Growth
-$769K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$572K
3
+$568K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$417K
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$378K

Top Sells

1
+$529K
2
+$492K
3
+$444K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$338K
5
NCLH icon
Norwegian Cruise Line
NCLH
+$285K

Sector Composition

1 Technology 6.98%
2 Consumer Discretionary 3.09%
3 Industrials 2.81%
4 Healthcare 2.01%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$411K 0.29%
1
77
$402K 0.28%
2,675
-175
78
$380K 0.27%
4,215
-120
79
$380K 0.27%
4,086
80
$378K 0.27%
5,705
+1,555
81
$378K 0.27%
+7,500
82
$377K 0.27%
14,901
83
$373K 0.26%
7,550
-275
84
$357K 0.25%
3,644
85
$348K 0.25%
1,445
86
$345K 0.24%
23,500
+1,000
87
$335K 0.24%
10,035
88
$329K 0.23%
12,245
89
$321K 0.23%
6,580
90
$321K 0.23%
4,010
-1,135
91
$317K 0.22%
6,300
92
$313K 0.22%
7,271
-85
93
$304K 0.22%
+26,660
94
$290K 0.21%
9,229
95
$288K 0.2%
2,507
96
$287K 0.2%
6,180
97
$282K 0.2%
825
98
$276K 0.2%
5,190
99
$275K 0.19%
1,855
+115
100
$274K 0.19%
2,904
1 2 3
4
5