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
$127M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$582K
3
+$572K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$569K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$499K

Top Sells

1
+$346K
2
+$338K
3
+$333K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$268K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Technology 9.78%
2 Consumer Discretionary 3.77%
3 Healthcare 3.17%
4 Industrials 3.14%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.36%
4,808
-360
77
$445K 0.35%
1,646
-55
78
$439K 0.35%
715
+115
79
$435K 0.34%
2,040
+375
80
$430K 0.34%
27,339
+2,351
81
$430K 0.34%
10,285
-8,285
82
$429K 0.34%
3,407
+350
83
$424K 0.34%
22,060
+4,450
84
$420K 0.33%
1,490
85
$417K 0.33%
14,280
+2,450
86
$413K 0.33%
3,815
87
$395K 0.31%
6,560
-235
88
$393K 0.31%
4,215
+355
89
$392K 0.31%
2,054
+475
90
$378K 0.3%
8,561
-2,050
91
$376K 0.3%
1,664
+53
92
$371K 0.29%
2,800
-400
93
$357K 0.28%
1,781
+398
94
$343K 0.27%
935
+65
95
$330K 0.26%
2,841
+321
96
$329K 0.26%
2,622
97
$329K 0.26%
10,682
98
$326K 0.26%
11,120
99
$315K 0.25%
24,395
-2,955
100
$311K 0.25%
400
2 3
4
5 6