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
$108M
AUM Growth
-$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$235K
3
+$233K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$231K
5
AMGN icon
Amgen
AMGN
+$218K

Top Sells

1
+$586K
2
+$516K
3
+$499K
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$499K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K

Sector Composition

1 Technology 9.91%
2 Healthcare 3.4%
3 Consumer Discretionary 3.33%
4 Industrials 3.15%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.37%
1,701
-472
77
$393K 0.36%
1,490
+95
78
$382K 0.35%
7,170
79
$361K 0.33%
24,100
-500
80
$354K 0.33%
3,930
81
$345K 0.32%
3,158
-499
82
$342K 0.32%
7,860
83
$333K 0.31%
1,803
84
$328K 0.3%
3,481
+29
85
$317K 0.29%
18,767
-29,560
86
$316K 0.29%
11,120
-140
87
$309K 0.29%
10,407
-448
88
$308K 0.29%
11,090
-1,322
89
$298K 0.28%
7,128
90
$296K 0.27%
2,520
+59
91
$290K 0.27%
2,692
92
$284K 0.26%
1,817
+17
93
$283K 0.26%
10,643
94
$281K 0.26%
1,010
+225
95
$278K 0.26%
2,622
96
$275K 0.26%
14,665
+4,380
97
$266K 0.25%
3,200
98
$265K 0.25%
1,528
-15
99
$263K 0.24%
1,668
-72
100
$254K 0.24%
1,611
1 2 3
4
5