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
$131M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$616K
3
+$441K
4
FBLG icon
FibroBiologics
FBLG
+$440K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$416K

Top Sells

1
+$548K
2
+$453K
3
+$378K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$374K
5
SIXG
Defiance Connective Technologies ETF
SIXG
+$265K

Sector Composition

1 Technology 10.67%
2 Consumer Discretionary 3.63%
3 Healthcare 3.36%
4 Industrials 2.89%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.34%
6,560
77
$440K 0.34%
+88,206
78
$440K 0.34%
4,648
-160
79
$438K 0.34%
1,646
80
$430K 0.33%
3,532
+125
81
$428K 0.33%
22,320
+260
82
$416K 0.32%
+17,115
83
$414K 0.32%
14,280
84
$410K 0.31%
1,664
85
$410K 0.31%
7,320
-1,055
86
$396K 0.3%
20,605
+5,285
87
$387K 0.3%
715
88
$381K 0.29%
3,662
-470
89
$370K 0.28%
2,622
90
$367K 0.28%
4,060
-155
91
$362K 0.28%
400
92
$362K 0.28%
2,380
+725
93
$360K 0.28%
1,781
94
$358K 0.27%
16,300
+5,300
95
$356K 0.27%
1,395
-95
96
$349K 0.27%
+11,445
97
$342K 0.26%
7,810
-2,475
98
$338K 0.26%
2,932
+91
99
$335K 0.26%
1,005
+70
100
$334K 0.26%
10,783
+101
2 3
4
5 6