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
$114M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$554K
3
+$517K
4
AAPL icon
Apple
AAPL
+$512K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$496K

Top Sells

1
+$368K
2
+$308K
3
+$152K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$148K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$102K

Sector Composition

1 Technology 10.47%
2 Consumer Discretionary 3.28%
3 Healthcare 3.01%
4 Industrials 2.99%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.36%
1,395
+450
77
$409K 0.36%
22,242
+5,557
78
$392K 0.34%
3,657
+1,025
79
$376K 0.33%
7,170
80
$375K 0.33%
11,201
+450
81
$374K 0.33%
1,803
82
$362K 0.32%
785
+80
83
$352K 0.31%
3,930
+925
84
$344K 0.3%
3,452
85
$332K 0.29%
+7,860
86
$316K 0.28%
+4,745
87
$312K 0.27%
7,128
+600
88
$312K 0.27%
24,600
+1,900
89
$312K 0.27%
+2,622
90
$312K 0.27%
+1,800
91
$305K 0.27%
+2,692
92
$292K 0.26%
10,643
+17
93
$289K 0.25%
2,055
-725
94
$289K 0.25%
12,412
+1,029
95
$286K 0.25%
+1,740
96
$286K 0.25%
10,855
-1,330
97
$278K 0.24%
+3,200
98
$275K 0.24%
5,545
-2,000
99
$273K 0.24%
11,260
+650
100
$272K 0.24%
1,611
+255
1 2 3
4
5