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
$140M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$584K
3
+$546K
4
INDA icon
iShares MSCI India ETF
INDA
+$494K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$408K

Top Sells

1
+$650K
2
+$507K
3
+$413K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$358K
5
AAPL icon
Apple
AAPL
+$335K

Sector Composition

1 Technology 10.34%
2 Consumer Discretionary 3.68%
3 Healthcare 3.38%
4 Industrials 3.17%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$483K 0.35%
2,800
77
$478K 0.34%
3,532
78
$470K 0.34%
4,135
79
$469K 0.34%
23,970
+1,650
80
$465K 0.33%
1,646
81
$456K 0.33%
23,130
+2,525
82
$455K 0.33%
15,635
+1,355
83
$448K 0.32%
1,352
+425
84
$447K 0.32%
2,622
85
$444K 0.32%
2,140
-5
86
$432K 0.31%
4,498
-150
87
$424K 0.3%
2,494
-211
88
$414K 0.3%
3,627
-35
89
$410K 0.29%
1,345
-50
90
$393K 0.28%
1,005
91
$393K 0.28%
3,945
-115
92
$384K 0.27%
1,664
93
$379K 0.27%
705
-10
94
$378K 0.27%
6,385
-935
95
$376K 0.27%
1,781
96
$365K 0.26%
+1,310
97
$362K 0.26%
930
98
$356K 0.26%
10,783
99
$354K 0.25%
400
100
$349K 0.25%
1,579
2 3
4
5 6