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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
$154M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.02M
3
+$612K
4
RIO icon
Rio Tinto
RIO
+$526K
5
BUI icon
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
+$496K

Top Sells

1
+$2.04M
2
+$1.08M
3
+$1.06M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$482K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 9.12%
2 Healthcare 3.87%
3 Consumer Discretionary 2.71%
4 Industrials 2.58%
5 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQT icon
101
EQT Corp
EQT
$33B
$391K 0.25%
6,145
+1,350
SUB icon
102
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$389K 0.25%
3,650
+350
MLM icon
103
Martin Marietta Materials
MLM
$34.4B
$389K 0.25%
660
SOXX icon
104
iShares Semiconductor ETF
SOXX
$37.8B
$384K 0.25%
1,168
-15
BSCU icon
105
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.55B
$382K 0.25%
22,830
+9,010
AMAT icon
106
Applied Materials
AMAT
$396B
$379K 0.25%
1,108
RFG icon
107
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$350M
$377K 0.24%
6,872
+300
MO icon
108
Altria Group
MO
$119B
$376K 0.24%
5,704
-61
LLY icon
109
Eli Lilly
LLY
$1.02T
$359K 0.23%
390
-10
PKW icon
110
Invesco BuyBack Achievers ETF
PKW
$1.64B
$356K 0.23%
2,715
-165
MCD icon
111
McDonald's
MCD
$201B
$356K 0.23%
1,145
-80
GOOG icon
112
Alphabet (Google) Class C
GOOG
$4.42T
$348K 0.23%
1,211
-90
SCHW icon
113
Charles Schwab
SCHW
$154B
$347K 0.22%
3,693
PG icon
114
Procter & Gamble
PG
$346B
$345K 0.22%
2,387
-450
PZA icon
115
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.18B
$339K 0.22%
14,770
+425
XOM icon
116
Exxon Mobil
XOM
$617B
$337K 0.22%
1,985
ETN icon
117
Eaton
ETN
$156B
$328K 0.21%
917
TY icon
118
TRI-Continental Corp
TY
$1.86B
$321K 0.21%
10,170
ORCL icon
119
Oracle
ORCL
$592B
$318K 0.21%
2,163
BKLN icon
120
Invesco Senior Loan ETF
BKLN
$7.13B
$313K 0.2%
15,355
-570
RZG icon
121
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$122M
$310K 0.2%
5,451
+60
HON icon
122
Honeywell
HON
$137B
$299K 0.19%
1,325
XLE icon
123
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$298K 0.19%
4,869
DVY icon
124
iShares Select Dividend ETF
DVY
$22.6B
$289K 0.19%
1,906
-275
IRM icon
125
Iron Mountain
IRM
$37.5B
$285K 0.18%
2,790
-1,880
3 4
5
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