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
$109M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$833K
3
+$416K
4
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$297K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$279K

Top Sells

1
+$3.19M
2
+$1.83M
3
+$843K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$387K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$381K

Sector Composition

1 Technology 7.41%
2 Healthcare 3.92%
3 Industrials 3.09%
4 Consumer Discretionary 2.84%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.35%
1,803
77
$380K 0.35%
1,426
+115
78
$367K 0.34%
9,490
+1,300
79
$348K 0.32%
27,840
80
$342K 0.31%
4,000
-40
81
$341K 0.31%
3,602
82
$339K 0.31%
7,170
83
$335K 0.31%
3,407
+350
84
$331K 0.3%
7,608
-8,900
85
$325K 0.3%
2,692
86
$304K 0.28%
11,488
-300
87
$297K 0.27%
+8,325
88
$292K 0.27%
17,400
-109,114
89
$282K 0.26%
1,800
+200
90
$279K 0.26%
+14,070
91
$272K 0.25%
10,626
+245
92
$271K 0.25%
2,461
+100
93
$266K 0.24%
10,600
94
$265K 0.24%
785
-40
95
$262K 0.24%
5,735
96
$254K 0.23%
3,486
+366
97
$245K 0.22%
7,920
98
$241K 0.22%
+1,005
99
$214K 0.2%
+2,622
100
$214K 0.2%
+1,990
1 2 3
4
5