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AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $154M
1-Year Est. Return 21.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$693K
3
+$501K
4
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$389K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$352K

Top Sells

1
+$465K
2
+$318K
3
+$294K
4
AAPL icon
Apple
AAPL
+$277K
5
HD icon
Home Depot
HD
+$256K

Sector Composition

1 Technology 10.48%
2 Consumer Discretionary 3.16%
3 Healthcare 2.91%
4 Industrials 2.41%
5 Financials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
76
Caterpillar
CAT
$421B
$545K 0.35%
949
+19
VYM icon
77
Vanguard High Dividend Yield ETF
VYM
$78.6B
$540K 0.35%
3,765
JPM icon
78
JPMorgan Chase
JPM
$838B
$533K 0.34%
1,675
+37
FPEI icon
79
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.88B
$531K 0.34%
27,365
-235
IBM icon
80
IBM
IBM
$261B
$525K 0.34%
1,774
+460
FPE icon
81
First Trust Preferred Securities and Income ETF
FPE
$6.31B
$491K 0.32%
26,975
BUI icon
82
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$677M
$491K 0.32%
+19,040
FTA icon
83
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.32B
$488K 0.31%
5,670
-90
WM icon
84
Waste Management
WM
$88.9B
$485K 0.31%
2,205
SPDW icon
85
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$476K 0.31%
10,709
-769
TSLA icon
86
Tesla
TSLA
$1.49T
$465K 0.3%
1,034
+214
EPD icon
87
Enterprise Products Partners
EPD
$80.8B
$451K 0.29%
14,035
-1,600
LDUR icon
88
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.36B
$439K 0.28%
4,573
+350
DLR icon
89
Digital Realty Trust
DLR
$65B
$434K 0.28%
2,805
-885
LLY icon
90
Eli Lilly
LLY
$1.02T
$430K 0.28%
400
ETV
91
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$427K 0.27%
27,670
+5,000
CVX icon
92
Chevron
CVX
$372B
$425K 0.27%
2,786
-335
ORCL icon
93
Oracle
ORCL
$592B
$422K 0.27%
2,163
-320
MLM icon
94
Martin Marietta Materials
MLM
$34.4B
$412K 0.26%
660
GDX icon
95
VanEck Gold Miners ETF
GDX
$23.6B
$410K 0.26%
4,785
GOOG icon
96
Alphabet (Google) Class C
GOOG
$4.42T
$409K 0.26%
1,301
-40
PG icon
97
Procter & Gamble
PG
$346B
$407K 0.26%
2,837
MRK icon
98
Merck
MRK
$295B
$399K 0.26%
3,795
-47
IRM icon
99
Iron Mountain
IRM
$37.5B
$387K 0.25%
4,670
-3,395
PKW icon
100
Invesco BuyBack Achievers ETF
PKW
$1.64B
$387K 0.25%
2,880
2 3
4
5 6