AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$141M
1-Year Return
15.39%
This Quarter Return
+2.47%
1 Year Return
+15.39%
3 Year Return
+61.72%
5 Year Return
+86.05%
10 Year Return
–
AUM
$131M
AUM Growth
+$4.11M
(+3.3%)
Cap. Flow
+$1.91M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
35.79%
Holding
134
New
6
Increased
43
Reduced
47
Closed
1
Top Buys
| 1 |
iShares MSCI India ETF
INDA
|
$641K |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
$616K |
| 3 |
VanEck Semiconductor ETF
SMH
|
$441K |
| 4 |
FibroBiologics
FBLG
|
$440K |
| 5 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$416K |
Top Sells
| 1 |
Global X Autonomous & Electric Vehicles ETF
DRIV
|
$548K |
| 2 |
IFN
India Fund
IFN
|
$453K |
| 3 |
Intel
INTC
|
$378K |
| 4 |
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% |
