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
$113M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$334K
3
+$306K
4
SCHW icon
Charles Schwab
SCHW
+$263K
5
IFN
India Fund
IFN
+$245K

Top Sells

1
+$1.83M
2
+$398K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$298K

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 3.68%
3 Healthcare 3.27%
4 Industrials 3.05%
5 Consumer Staples 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$408K 0.36%
11,375
-1,127
77
$396K 0.35%
11,120
78
$389K 0.34%
7,860
79
$378K 0.33%
3,815
-115
80
$357K 0.32%
3,200
81
$357K 0.32%
6,795
-375
82
$353K 0.31%
3,860
-4,351
83
$351K 0.31%
1,673
-130
84
$348K 0.31%
3,057
-101
85
$345K 0.3%
24,988
+888
86
$340K 0.3%
17,610
+2,945
87
$337K 0.3%
27,350
-16,071
88
$312K 0.28%
11,830
+1,423
89
$309K 0.27%
1,611
90
$308K 0.27%
10,682
+39
91
$307K 0.27%
6,928
-200
92
$299K 0.26%
600
-410
93
$298K 0.26%
1,665
-152
94
$276K 0.24%
2,622
95
$270K 0.24%
2,306
-386
96
$268K 0.24%
2,445
+60
97
$263K 0.23%
1,505
-145
98
$263K 0.23%
+3,825
99
$258K 0.23%
1,579
-100
100
$257K 0.23%
870
1 2 3
4
5