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
$148M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$820K
3
+$432K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$332K
5
CVX icon
Chevron
CVX
+$332K

Top Sells

1
+$1.89M
2
+$1.23M
3
+$921K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$773K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$540K

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 3.22%
3 Industrials 2.97%
4 Healthcare 2.23%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$442K 0.3%
2,545
-130
77
$429K 0.29%
7,271
78
$414K 0.28%
4,379
-2,570
79
$407K 0.27%
4,215
80
$403K 0.27%
4,186
+100
81
$387K 0.26%
1,445
82
$386K 0.26%
3,644
83
$377K 0.25%
14,901
84
$368K 0.25%
11,074
+1,039
85
$364K 0.25%
9,229
86
$363K 0.24%
825
87
$347K 0.23%
23,500
88
$339K 0.23%
5,532
-3,805
89
$332K 0.22%
12,245
90
$332K 0.22%
+5,986
91
$326K 0.22%
6,180
-400
92
$324K 0.22%
1,830
93
$321K 0.22%
3,949
+870
94
$318K 0.21%
6,485
-1,015
95
$314K 0.21%
6,510
+330
96
$307K 0.21%
2,507
97
$307K 0.21%
1,855
98
$298K 0.2%
7,920
99
$288K 0.19%
1,725
-50
100
$284K 0.19%
5,212
+1,235
2 3
4
5 6